Tax

Have a Tax Question? Ask a Tax Expert

Ask an Expert,
Get an Answer ASAP!

Tax

In 2011 I used Turbo Tax to prepare taxes for X. and Wanda

Customer Question
In 2011 I used Turbo...

In 2011 I used Turbo Tax to prepare taxes for Robert X. and Wanda X. XXXXXXXXXX after that filing I used the same program to file a tax return for my son Robert X. XXXXXXXXXX, now I want to prepare 2012 taxes and want to IMPORT tax information from 2011 file, but only get my son Robert E. XXXXXXXXX 2011 information? How can I retrive Robert & Wanda's information ??

Submitted: 4 years ago.Category: Tax
Show More
Show Less
Ask Your Own Tax Question
Answered in 4 hours by:
4/2/2013
Tax Professional: R. Klein, EA, Enrolled Agent replied 4 years ago
R. Klein, EA
R. Klein, EA, Enrolled Agent
Category: Tax
Satisfied Customers: 3,375
Experience: Over 20 Years experience
Verified
Randalltax :

Thank you for contacting me about your Tax issue. I will work hard to help you understand the issue clearly.

Randalltax :

If you are using desktop TurboTax (not an online version), you can start a new file by going to the very top menu and selecting FILE / NEW TAX RETURN

Randalltax :

Then click START a NEW TAX RETURN.

Randalltax :

The NEXT Screen will give you the option to transfer a prior year file it finds on your machine. If it does not automatically find the file you need, there is an option in Blue to BROWSE FILES on your computer.

Randalltax :

If this information answers your question, please provide a positive rating. If you need further assistance, please ask before rating the answer. Thanks!

Ask Your Own Tax Question
Customer reply replied 4 years ago

I did not receive an answer that helped me get data to allow me to import requested data. I eventually got some imported from Fidelity Investments but did the rest by typing in data myself.

Tax Professional: Stephen G., Sr Income Tax Expert replied 4 years ago
Stephen G.
Stephen G., Sr Income Tax Expert
Category: Tax
Satisfied Customers: 7,211
Experience: Extensive Experience with Tax, Financial & Estate Issues
Verified

For future reference, if you used the online version of TurboTax, you can only do one return on that version. So, if you complete a return and want to do another return, you have to remove the first taxpayer's data from the program in order to do a second return. Once you do that, you can't retrieve the first tax return's data. Possibly, that's what happened to you. If that is the case, the other expert couldn't have helped you retrieve that data. Perhaps he doesn't deserve a "Bad Service" rating?

Ask Your Own Tax Question
Ask Stephen G. Your Own Question
Stephen G.
Stephen G.
Stephen G., Sr Income Tax Expert
Category: Tax
Satisfied Customers: 7,211
7,211 Satisfied Customers
Experience: Extensive Experience with Tax, Financial & Estate Issues

Stephen G. is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,300 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,310 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

Robin D.

Robin D.

Senior Tax Advisor 4

13,695 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,651 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

R. Klein, EA

R. Klein, EA

Enrolled Agent

3,375 satisfied customers

Over 20 Years experience

< Previous | Next >

Related Tax Questions
I can't find my 2016 Turbo tax return. Help! Dell. None
None since I completed my tax return. All returns from previous years on stored in Documents. … read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,458 satisfied customers
Lev, I am preparing federal unfiled tax returns for a client
Good morning Lev, I am preparing federal unfiled tax returns for a client of mine. I am also ready to finalize the 2014 tax return and there is an NOL created on his return. The client has already fil… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
My turbo tax cd acts like it ids corrupted iuninstalled it
my turbo tax cd acts like it ids corrupted iuninstalled it and reinstalled butsit is can I get a replacement dtill Is acting up I needagood copy so I can prepare amended freturn/?tocorect sodmeiitemst… read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,458 satisfied customers
I'm on Turbo Tax now going through the steps for filing
Barbara, I'm on Turbo Tax now going through the steps for filing Schedule E. Is my basement apartment in my single family residence considered a single family rental or a multi-family rental ? Thanks… read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,458 satisfied customers
Is a tax return less likely to be audited if it's prepared
Is a tax return less likely to be audited if it's prepared by a CPA or simply a tax person? Secondly, our Rotary Club is a 401 C for we have a 401 c 3 Foundation the question is can individual members… read more
socrateaser
socrateaser
1,031 satisfied customers
I need help with preparing a tax return and I may need to
Hi I need help with preparing a tax return and I may need to file form 3520 as well. Please let me know if you can assist.… read more
taxmanrog
taxmanrog
Master\u0027s Degree
698 satisfied customers
My tax preparer is with Liberty Tax, and filed incorrect
Hi. My tax preparer is with Liberty Tax, and filed incorrect returns without my knowledge or significantly … read more
Chad CFP ®
Chad CFP ®
Certified Financial Planner(R), Pro
Master\u0027s Degree
723 satisfied customers
I have a NJ estate tax return to prepare for a decedent in
I have a NJ estate tax return to prepare for a decedent in NJ. The brokerage statement has an account with the decedent and a trustee set up for her grandson under a U/W/O . Are these assets included … read more
Chad CFP ®
Chad CFP ®
Certified Financial Planner(R), Pro
Master\u0027s Degree
723 satisfied customers
I successfully filed my 2016 return with Turbo Tax. Now the
I successfully filed my 2016 return with Turbo Tax. Now the only file references that I find are " Usaved Turbo Tax document" which does not open. Anyway I can get to this doc for use or view? … read more
Stephen G.
Stephen G.
Sr Income Tax Expert
7,211 satisfied customers
I am preparing a corporate tax return. The company is a
I am preparing a corporate tax return. The company is a payroll company based in NJ but almost all of the clients are in NYC. Is the income generated from NY clients require a NY S corporate tax retur… read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I filed my tax return in March 2017 using turbo tax through
I filed my tax return in March 2017 using turbo tax through T.D.Ameritrade. I expected a return of over $2000.00. I filed electronically, but have heard nothing since. I checked Turbo Tax and they say there is no refund due. This also includes my state tax. … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
13,695 satisfied customers
I filed my taxes on turbo tax and after I filed I realized
i filed my taxes on turbo tax and after I filed I realized that they had the wrong address on my taxes. I have no idea what to do. I have tried refiling and many other things and I have no idea what t… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
13,695 satisfied customers
I am preparing a partnership tax return for 2016. The
I am preparing a partnership tax return for 2016. The partnership holds commercial rental property. one of the partners, 50%owner, passed away in April 2016 and left his interest to his spouse. i woul… read more
PDtax
PDtax
Owner
Master\u0027s Degree
1 satisfied customers
If our tax preparer files for an extension, will we get
If our tax preparer files for an extension, will we get charged with interest and penalies … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
13,695 satisfied customers
I prepared my tax with turbo tax. I never got a notice that
I prepared my tax with turbo tax. I never got a notice that the IRS received it so I sent in the form with my check for about $828. Which is what I owed. Is there a way to see if in fact they received… read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,458 satisfied customers
I filed my taxes with Turbo Tax and submitted the forms with
I filed my taxes with Turbo Tax and submitted the forms with E-File on April 11. A few days later I received an e-mail saying that my file was rejected due to a Turbo Tax problem, so following instruc… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,217 satisfied customers
I filed wit turbo tax and they say my return was rejected, I
I filed wit turbo tax and they say my return was rejected … read more
TaxWhisperer
TaxWhisperer
Principal
Master's Degree
24 satisfied customers
I am preparing my 2016 returns. The summary Turbo Tax can
I am preparing my 2016 returns. The summary Turbo Tax can not be right nor the amount of taxes owned. I withdrew $83k from an IRA yet the federal tax amount due is too high. In the summary I am due a … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x