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@GLKingII The prior year tax file can only be opened by the TurboTax software for the year of the file.
See the instructions in our FAQ regarding how to access your previous years' tax returns filed with Turbo Tax. Once you click on download/print return (PDF), you can save it and/or print it.
Thank you for the reply, but that is not the issue. I have the PDF version and the .tax file. I can open the PDF but i cannot open the .tax file, TB only wants to import it into a new file.
How do i open a previous years .tax file using the current version of Turbotax.
@GLKingII The prior year tax file can only be opened by the TurboTax software for the year of the file.
The current PDF has all the worksheets included ... so what do you need that the PDF doesn't already have ?
Unfortunately the PDF did not have the Form 2202. The current file is requesting figures from that form for some reason.
I should NOT need 10 years worth of programs to review the .tax files. I don't need a different Acrobat reader to view PDF's from 10 years ago or Word 2006 to open doc's from that time period. Turbotax needs to get with the current tech. As long the file was created by Turbotax, the current version should be able to open the file.
The SBA form 2202 is NOT an IRS form and has never been part of the federal tax return ... so who/what is asking for this specific form? Do you have the correct number ? Which tax return are you trying to complete? An 1120-S ?
Next .taxfiles can only be opened by the tax program for the same tax year ... this has always been the same rule which is why saving a PDF with all the worksheets is important. They can be opened at any time with any PDF reader.
Sorry, it was form 2210 since I owed taxes this year our lovely Government wants to access me with an Underpayment Penalty (wonder if I can access THEM a penalty when I OVERpay and am due a refund) . . . damned if you do, damned if you don't.
This is not a typical form saved under PDF and the only way I could get the figure is by accessing my 2020 tax file, hence the reason why I was attempting to open my 2020 .tax file. Again, every other application I've ever used, been in Tech since 1999, whether it be a Windows or Apple program, has been able to access files created by older versions.
Heck, my Inlaws had an Intel 8088 back in the day that booted off floppy disks. To this day they can still access documents they created back then.
Sorry but the TT program has always been tax year specific ... each year has it's own program.
Now for your 2021 form 2210 issue ... did you have an underpayment penalty on line 38? If not then you will have no prior year 2210 form or worksheet in the tax file or PDF. The form is not always needed so look for the worksheet instead.
If you transferred in the prior year info that prior year tax liability and filing status would have carried forward automatically. If not then the screen says you can get that amount by following the form 2210 line 8 instructions which uses the form 1040 information ... https://www.irs.gov/forms-pubs/about-form-2210
Now if you did not save the PDF with all the worksheets and only saved the .taxfile then your only option is to reinstall the 2020 program to open that tax file.
In case you did not already know ....
This is my mini version of a tutorial that should be in the downloaded program:
Forms Mode lets you view and make changes to your tax forms "behind the scenes."
If you're adventurous, you can even prepare your return in Forms Mode, but we don't recommend it. You may miss obscure credits and deductions you qualify for, and you may forget to report things that will come back and haunt you later.
Forms Mode is exclusively available in the TurboTax CD/Download software. It is not available in TurboTax Online.
If you want to play around with different figures and tax scenarios without affecting your original return you can ….
Once you have filed successfully … you can shut off the auto updater function and then save the return & .taxfile.
It's always a good idea to make a backup copy of your tax data file, in case your original gets lost or corrupted. Here's how:
If you make changes to your original tax return file, repeat these steps to ensure your original and backup copies are in-synch.
AND save it as a PDF so you have access to a copy even if you don’t have the program still installed and operational :
AND protect the files :
*** Other clues to the downloaded program ***
In the forms mode ... double click or right click on a box on a form to data source it ... sadly it doesn't work on all boxes.
When you look at an onscreen tax form using Forms Mode, you might wonder why one figure is blue and the one next to it is red or black.
These colors indicate the source of that data.
Color | Meaning |
Blue | You entered this data, either in the interview or Forms Mode. |
Black | The program entered this data or calculated this amount. |
Red | This data has either been overridden or is invalid (for example, a ZIP code that doesn't exist). |
Red italics | You marked this amount as estimated. |
Black italics | The program calculated this amount from an amount you marked as estimated. |
Purple | This information has supporting details. |
Aquamarine | This data was transferred over from last year. |
Green | This data was imported from Quicken or QuickBooks. |
Yellow fields (Windows) | Yellow fields allow user input. Anything you enter here shows up in blue. |
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