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New Member
posted Feb 27, 2024 3:46:25 PM

Can a PROFILE prepared tax return for 2022 be rolled forward to prepare a 2023 Turbo Tax return?

A PROFILE file rolled forward into TURBO TAX so that it includes carryforward tax accounts from 2022?

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6 Replies
Moderator
Feb 28, 2024 7:03:32 AM

Unfortunately, you will not be able to transfer your Profile information into TurboTax. You can't carry forward information into a different software and therefore not compatible. 

 

Thank you for choosing TurboTax.

New Member
Jan 27, 2025 9:27:45 AM

I have been a long-time user of Profile for preparing personal tax returns for clients.  I have not downsized and will be moving to Turbo Tax for 2024 years and going forward.  Will I be able to carryforward 2023 tax returns prepared in Profile to file 2024 returns

Moderator
Jan 27, 2025 11:48:27 AM

@KarenJennings Unfortunately, you will not be able to transfer your Profile information into TurboTax. You can't carry forward information into a different software and therefore not compatible. 

New Member
Mar 21, 2025 3:45:58 PM

I have also been a long time Profile user who will be using Turbotax for 2024.  If I am not able to carry forward the 2023 tax return from Profile, am I able to manually type in the 2023 summary so that it shows a comparative for 2023 & 2024 on the detailed summary?

Moderator
Mar 21, 2025 4:49:51 PM

No, the year over year summaries are auto generated in TurboTax, so there's no way to enter data into them. You can always recreate the summaries in a program like Excel or Google Sheets.

 

New Member
Mar 21, 2025 5:26:59 PM

Actually, I went into the carry forward form, scrolled to the bottom and entered 2023 there.  It seems to show the comparative on the detailed summary now.