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March 20, 2025
Question

Reloading Prior Year Info

  • March 20, 2025
  • 1 reply
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I have found and corrected an error on a prior year's return after starting the return for a new year. Is there a way to reload the prior year's information without having to start a whole new return? This is for TT desktop.

    1 reply

    March 20, 2025

    No.    You can only transfer 2023 data into the 2024 return at the very beginning before you enter any new 2024 information.   You cannot transfer it after you have already begun putting in 2024 information.  So...choose between starting over and transferring the .tax2023 file or just keep going with the return you started, knowing you will be entering some information manually now.

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**