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February 4, 2024
Question

Import prior year 2022 to 2023 not working (Deluxe)

  • February 4, 2024
  • 1 reply
  • 0 views

I've read and tried recommendations and still can't get an import. I can find and open my .tax2022 return on my Mac.  When I open the 2023 application (downloaded from Costco) and get the "begin" screen it doesn't list any of my prior years return to choose.  I browse for it manually and then can't find it.  I've been using turbo tax for over 10 years and have't had this happen.  VERY frustrated!  If I try the account recovery process it just takes me to a place where it wants me to purchase Turbo tax.  I have 2 log on's and tried each one.  Wondering if I should delete the 2023 application, but don't know if it will let me download again.  Thank you.

    1 reply

    February 4, 2024

    See the TurboTax Help articles Troubleshoot transferring from a prior year return and Transfer last year's return to TurboTax Desktop for Windows

     

    Hopefully the guidance there will be helpful to you.

    cmorazAuthor
    February 4, 2024

    Nope. The only thing I didn't try was re-installing the 2022 application. Since that's the only place I can see last years return (except I do have a pdf copy) I'm afraid if I reinstall it all the data will be gone.  Now to go throw up then try to get a refund from Costco.  

    March 18, 2024

    The previous articles did not relate to Mac, this one does.

     

    Here is an FAQ for you: How do I transfer last year's return into the 2023 TurboTax


    Thanks!  This worked perfectly.  Don't know why I didn't see it in the first place.  Maybe they should bold it or make it more obvious.  

     

    In the past though, the previous year's returns usually auto-fill in that box.  Curious why this year this did not automatically auto-fill.