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Returning Member
posted Apr 15, 2022 2:12:17 PM

Importing previous year data

For the first year i filed a joint return so that  we could split pension income 

1.  I opened my 2020 return and worked from there.  Is there any way that I could have 

imported my spouse's data from the previous year

 

2.  Will both persons 2021 data be carried forward next year when we do income tax 

 

Thanks in advance 

0 1 414
1 Replies
Returning Member
May 1, 2023 10:45:01 AM

If you have prepared separately last year then there is no way to import and merge the data in this year's return. The best way to move forward would be to prepare the returns together this year and from the next year the information should be available for carry forward. Its more work this year but from then onward you will be all set.