Question

Wrong Turbotax 2020 file being pulled into 2021 return

Forum|Forum|4 years ago
March 14, 2022
2 replies
0 views

I am preparing taxes for me and my wife. Last year we filed married filing separately. This year we are doing the same (state taxes are much better this way). When I did her taxes, Turbotax 2021 pulled in my 2020 file instead of my wife's file. How can I change the file that Turbotax uses to fill in information from last year? I cannot see how to do this. Thanks!

TurboTax Home & Biz Windows

VolvoGirl

Employee

Just start a new return and transfer from the right file. You can't fix the wrong file now after you started. The 2020 files end in .tax2020. See if her 2020 file is on your computer.

A

avhAuthor

I have her file, but how do I tell turbotax to use her file and not mine??

VolvoGirl

Employee

When you start a brand new return, go up to FILE - NEW it should give you a box with all the 2020 returns to transfer from. Her 2020 return should be listed. If it's not you can browse to where it is. Should be the same process as you did for y our return and her wrong one. Ignore the return you just started for her and start a new one over.

Your 2020 returns end in .tax2020 and should be in your Documents in a Turbo Tax folder. Hopefully you have one for you and one for her. OR how did you prepare the returns last year? Did you start separate returns or use the same return and change just change the info on it? Or one thing that can happen is if you both have the same first name initial the the second return may have saved over the first return. You have to make sure each return is saved under a unique name.

Do you get to this screen?

T

tnort001

You can manually enter tax history information on the "Tax History" form. Go to the forms list and scroll down towards the bottom of the list - you will see the form.