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