Question

won't Import previous year

Forum|Forum|2 years ago
January 29, 2024
2 replies
0 views

I have used Turbotax for 12 years and it was always able to easily import data from previous year. This year it doesn't find file and when browse to it program just says unsuccessful but no problem can manually input it. The reason I continue to use turbotax is ease of tracking and entry. What it up? I have been a loyal user but this is very annoying.

rjs

Employee

Are you using the CD/download TurboTax desktop software installed on your computer? Is it Windows or Mac?

When you browse to the 2022 tax return file, does the file name end with .tax2022?

J

judebreitwieser

Hi -

I did not write the original inquiry, but am having the same problem.

I'm using Windows, TT Home & Business. The file I'm trying to bring up is last year's return that is on a pdf file. Your note on that screen says "We support files from TurboTax (.tax2022 & .pdf)", so why it is not coming up? I spoke with Devi at length a few days ago and someone from the back office was supposed to get back to me.

2022 taxes were done from a cd, and this year I uploaded the program from online.

Help. Thanks Jude

[email address removed]

rjs

Employee

@judebreitwieser

It's not clear whether your problem is the same as the original question. The original question does not say anything about using a PDF.

Transferring last year's information from a PDF does not work the same as transferring from a .tax2022 file. At best it will transfer some of your personal information (name, address, Social Security number) and your AGI. Using a .tax2022 file is much more thorough and transfers a lot more information. And sometimes transferring from a PDF doesn't work at all.

Although the PDF is technically supported, the support is very limited. You really have to use the .tax2022 file to get any meaningful transfer of information. If you don't have the .tax2022 file you might as well just start your 2023 tax return without transferring, and enter everything manually.