AnnetteB6
Expert Alumni

Get your taxes done using TurboTax

I am not aware of any method to see exactly what data has been transferred from a prior year return.  Seems like that would be a good idea, but I don't think the capability is there to do it easily.  

 

To reproduce the information I shared with you, I opened the new return with the data transferred from the 2022 file and went directly to Forms Mode.  There was nothing there for the state return.  So, then I added the state and did not answer any questions to start going through it.  I went back to Forms Mode and could see which forms were already there.  It included the MA Schedule D where I could see the data that was transferred.

 

@DanaRW 

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