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Level 2
February 6, 2023
Question

How to save a return as a tax data file?

  • February 6, 2023
  • 3 replies
  • 30 views

I am a TurboTax for Mac desktop user. I saved last year's return (2021) as a PDF. I want to import this return into the 2022 version of TurboTax. When doing so, I get an error message saying that the file size is too large to import. ALSO, I do not see a tax data file for the 2021 tax year anywhere on my computer. Is there a way to save last year's (2021) return (using last year's TurboTax) as a .tax (tax data) file? Please help, as I do not want to re-enter all of my data from scratch.

Thanks

    3 replies

    Level 15
    February 6, 2023

    Please see the TurboTax Help article Find your tax data file in Mac for guidance in accessing your file.

    MLPNWAuthor
    Level 2
    February 6, 2023

    I have followed that link and done that search. There is NO tax data file on my Mac. 

     

    Can I open up the TurboTax 2021 and resave the return as a .tax file?

    Level 14
    February 7, 2023

    You may need to contact customer service directly for assistance. Please see the following information here for more details. 

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