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Level 3
posted Aug 18, 2024 4:42:44 PM

How do I copy my return from desktop to laptop?

I have TT 2023 on both my desktop and laptop.  I did my taxes on the desktop and now want to have the file on the laptop.  I was able to put the return on the laptop but it has no information other than the standard deduction.  It has no Federal or State dollars listed int the boxes at the top of the page.  I tried to copy but could not.  Looked for an import function but couldn't find it either.  
Can someone tell me how to put the full return on my laptop?

0 2 12570
2 Replies
Level 15
Aug 18, 2024 5:29:42 PM

The full tax return is in the .tax2023 file. Copy that file from the desktop to the laptop. When you start TurboTax on the laptop, it will not automatically find the copied file. On the first screen in TurboTax you have to click "Find a Tax File" and navigate to the copied .tax2023 file to open it.


Note that after you copy the file from the desktop to the laptop you have two separate and independent copies of the tax return. Any changes you make on one computer will not be copied to the other computer unless you copy the updated file from one computer to the other.

 

Level 15
Aug 18, 2024 5:48:46 PM

What I would do on the old computer, is copy the whole Turbo Tax folder that is under your Documents. That should be where the .tax files and pdf files are stored. Also if you haven't done it, I would open each year in the program and save it as a pdf file, go to FILE - SAVE TO PDF so you don't need the program installed to view your return. Copy that folder to a flash drive or best yet is to burn it to a CD or DVD and then you will have a backup of them. Then on the new computer copy the folder (or files) from the flash drive to your Documents folder.


See this article on how to move your tax return to another computer…….
https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-move-my-tax-data-file-to-another-computer/00/26128


IMPORTANT
After you get the program installed or reinstalled the first thing to do before you open your tax return is to update the program and install any state programs you had. Then open your file. So you first might need to start a fake return to be able to download the state program (go to FILE - NEW). Enter some basic information, then go to the state tab and download the state program. Then try to open your existing return, go to FILE - OPEN