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V
vicky-copland
March 11, 2024
Question

How do I roll forward data from my 2022 return?

  • March 11, 2024
  • 1 reply
  • 0 views
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    1 reply

    G
    GHarpe
    March 11, 2024

    At the beginning of your return the software will ask you how you did your return last year and when you answer that question, if you used the same software, the transfer of last year's information will now be done. Note if you used Online last year and Desktop/Download this year the transfer will not be available as the files are not compatible.

     

    Here are the TurboTax FAQ steps to transfer your information from last year: How do I transfer last year's return into TurboTax Online?

     

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