topic Re: 2024 year-over-year comparison in Troubleshooting

2024 year-over-year comparison

absbrooks — Wed, 15 Jan 2025 17:02:10 GMT

Where is the 2024 Year-Over-Year Comparison. It appears to be be missing from the 2024 TurboTax Canada.

Re: 2024 year-over-year comparison

TurboTaxAniqua — Wed, 15 Jan 2025 19:00:07 GMT

Are you using a TurboTax Desktop Version or a TurboTax Online Version?

Re: 2024 year-over-year comparison

absbrooks — Wed, 15 Jan 2025 22:51:50 GMT

I am using the online version

Re: 2024 year-over-year comparison

Anonymous — Thu, 16 Jan 2025 14:43:58 GMT

The Year Over Year Comparison will show in TurboTax Online, after payment of your return, in the Review section. The Year Over Year Comparison only shows the current tax year and the previous tax year. Also, be aware that the Year Over Year Comparison is only available if you transferred you previous year return into your current year return.

Thank you for choosing TurboTax.

Re: 2024 year-over-year comparison

skram — Mon, 03 Feb 2025 13:51:01 GMT

It used to be available while working the return and was very useful for finding mistakes or odd amounts.

Are you saying this won't be seen until after the return is filed,? As the payment of the return is done at that time.

That would be a shame and a big loss. If so, this might be the time for me to switch to another system.

Re: 2024 year-over-year comparison

TurboTaxBrenda — Mon, 03 Feb 2025 16:30:13 GMT

It is seen before you file your return. It will be in the Review section- before you get to the "File" section.

Thank you for choosing TurboTax.

Re: 2024 year-over-year comparison

skram — Sat, 22 Feb 2025 15:27:30 GMT

I have gone through the review section and am not seeing it.

I'm all the way to the "certify" step.

The "view detailed summary" link only gives me the 2024 data.

In previous years, I've been able to look at my comparison to last year as well as a comparison between my return info and my wife's info at any time.

I'm not seeing either of these options anymore. Do I need to do the "certify" step first? If so that seems odd as I don't have my Netfile access code yet.

Re: 2024 year-over-year comparison

Anonymous — Sat, 22 Feb 2025 16:12:58 GMT

@skram, have you imported your data from one year to the next and passed the payment stage of your return?

Normally, Year Over Year Comparison is only available if you transferred you previous year return into your current year return, and after the payment of the current tax year. Pay your return doesn't mean you'll have to NETFILE it right away. As you know, to NETFILE, you have to click on NETFILE button and follow all the steps.

Re: 2024 year-over-year comparison

Angus11 — Mon, 03 Mar 2025 03:09:03 GMT

The 2024 Detailed Tax Summary does not reflect the 2023 comparative amounts

Re: 2024 year-over-year comparison

LBDuarte — Tue, 04 Mar 2025 16:50:23 GMT

I agree. same here. very disappointed not being able to compare to previous year anymore. even the support team when we call them, first thing they do is comparing to previous year. big loss and I'm also considering not using TurboTax anymore

Re: 2024 year-over-year comparison

TurboTaxBrenda — Wed, 05 Mar 2025 13:43:11 GMT

If you are using TurboTax Online, you will need to go to the Review section and continue until you get the page that says "Let's Review Your Numbers."

Thank you for choosing TurboTax.

Re: 2024 year-over-year comparison

skram — Wed, 05 Mar 2025 15:59:39 GMT

I did find it. I had to get my Access Code from CRA and do the "certify" step before I could get to it.

I'm pretty sure that in previous years, you could start looking at year over year once you had any data entered.

I'm quite disappointed with the new version. Compared to previous versions, it is not as easy to navigate and harder to go back and forth through the return and between spouses' returns. It seems usability has been given up for it to look prettier.

Re: 2024 year-over-year comparison

Paul175 — Wed, 05 Mar 2025 21:23:27 GMT

Please bring this feature back to before making payment, it is a tool that I use to check quickly for any glaring items missed. Without it, I may as well switch software.

Re: 2024 year-over-year comparison

TurboTaxBrenda — Fri, 07 Mar 2025 06:10:00 GMT

Thank you for your feedback it is greatly appreciated. We will forward this feedback to the appropriate team.

Thank you for choosing TurboTax.

Re: 2024 year-over-year comparison

scofenn — Sat, 08 Mar 2025 00:35:26 GMT

I agree. It was helpful to keep you on track to refer to last year's tax forms. . I really wish everyone on line would stop improving things because instead of improving it makes it all more difficult? Is I just a way to make more people pay? I'm paying anyway, I wish it hadn't been changed as I used it often. .

Re: 2024 year-over-year comparison

scofenn — Sat, 08 Mar 2025 00:36:27 GMT

I'm not seeing it after review either?

Re: 2024 year-over-year comparison

scofenn — Sat, 08 Mar 2025 00:39:26 GMT

Yes, I liked the old version better too. Maybe a make work project that most companies are doing now as it never improsves anything and just adds more technological confusion.

Re: 2024 year-over-year comparison

absbrooks — Sat, 08 Mar 2025 01:10:20 GMT

Agree - last years version was much better. It walked you thru from beginning to end. This new version to never know where you are in the process.

Re: 2024 year-over-year comparison

daniel-j-morton1 — Mon, 10 Mar 2025 22:18:30 GMT

Hello, I have paid, i filed last year online, I am using only online, I have gone to review, there is no year over year comparison offered. please advise. thanks.

Re: 2024 year-over-year comparison

TurboTax_Susan — Wed, 12 Mar 2025 00:24:31 GMT

@scofenn

If you transferred your 2023 info into your 2024 return, then the year over year comparison is after the page where you certify your info.