Just filed my tax return, but I cannot find the year-over-year comparison sheet. I had written down instructions last year for how to access it, since it was ridiculously difficult, but now everything has changed.
My instructions to myself from last year say to go to a section called "Tax Tools" - don't see that anymore. They also say to "save or preview this year's return. Choose the option 'Include government and TurboTax worksheets' - must include both because the year-over-year comparison is a TurboTax worksheet, and it was buried on page 126 of the 149 page document".
There was no option to include TurboTax worksheets. This year's document is much shorter, and I don't see the year-over-year comparison page at all.
100% The redesign of Turbotax to eliminate navigation from the left hand panel makes it completely cumbersome to use.
And having to pay before seeing the year over year comparison? FAIL!
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Good here.
The reason I kept using TurboTax is because I could compare against the previous year returns. Removing this feature makes it so easy to switch to another software so need to explore my options, especially given that TurboTax keeps increasing their fees.
Apparently it is time to move on. Not only are we not allowed to see year over but also being forced to upgrade although reporting same info as last year.
@elalizada The Year Over Year Comparison can be found in TurboTax Online by going to "Tax Home" on the left-hand side menu and selecting Review then Year Over Year Comparison. 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 your previous year's return into your current year's return.
Of course I did transfer last year's data but I don't even see Tax Home never mind year over year comparison.
Comparing data after submitting to CRA is a FAIL for sure.
@hee If you transferred your 2023 info into your 2024 return, then the year over year comparison is in the Review section after the page where you certify your info.
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