This was a weird one but a fast, easy fix. A customer calls and says that she must have a virus because the wrong information and numbers are appearing in her TurboTax 2014 return. It turns out she mistakenly loaded her brothers financial data from a previous year.
He gave her is old laptop after "wiping out" his data or so he thought. He deleted his profile and created a new one for her but he forgot about the data partition he created in C.
When you first start TT it asks you to create a new tax file or searches for last years file or the current, partially filled out one you created and then saved which follows this format...blahblah.tax2014. It first searches My Documents/TurboTax and then searches the rest of C and all other attached drives.
It's a real timesaver that TT can input data from a previous return but you must ensure you're pointing it to the correct file. The big buttons TT gives you to load a previous file are hard to miss. The better alternative is the small link that lets you manually search for the file.
He gave her is old laptop after "wiping out" his data or so he thought. He deleted his profile and created a new one for her but he forgot about the data partition he created in C.
When you first start TT it asks you to create a new tax file or searches for last years file or the current, partially filled out one you created and then saved which follows this format...blahblah.tax2014. It first searches My Documents/TurboTax and then searches the rest of C and all other attached drives.
It's a real timesaver that TT can input data from a previous return but you must ensure you're pointing it to the correct file. The big buttons TT gives you to load a previous file are hard to miss. The better alternative is the small link that lets you manually search for the file.
