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Level 1
posted Dec 21, 2023 2:07:09 PM

Importing 2022 information into 2023 Turbo Tax

I have a new computer and have loaded 2023 Turbo Tax but my 2022 tax information is on an external hard drive.  How do I transfer 2022 information so that it appears when entering the new 2023 information?

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12 Replies
Level 15
Dec 21, 2023 2:13:35 PM

Using the desktop software just start a New Tax Return.  If the program does not find a prior tax data file for 2022 then click on Browse.  Go to the location where the 2022 tax data file is located, select the file and click on Open.

Level 15
Dec 21, 2023 2:21:12 PM

Copy the .tax2022 file from the external hard drive to the hard drive on your new computer, then do what DoninGA said above. TurboTax will not find the copied 2022 file automatically.

 

Level 2
Jan 23, 2024 8:12:18 PM

Sounds easy and probably is... if one knows where one goes to "browse".  I don't see that command, can you direct me please?  Thanks.

Level 15
Jan 23, 2024 8:21:01 PM

@golfcrackerjack   Do you have the Desktop installed program?  Here's a screen shot from Windows 2021 for Transferring from 2020.  It should be the same for 2023.

 

Level 2
Jan 23, 2024 8:24:00 PM

I have the Mac version.  Thanks for trying to assist.

Returning Member
Feb 14, 2024 12:18:57 PM

I have done that and it still says it cannot find file

Expert Alumni
Feb 14, 2024 3:11:37 PM

Perhaps you changed the file extension of your 2022 tax file.  If so, the program won't recognize it.  For a 2022 tax return the extension must be .tax2022.  

Returning Member
Feb 15, 2024 4:41:08 AM

Where do I find that file? I have looked for that file extension but can’t find it. 

Level 15
Feb 15, 2024 8:35:51 AM
New Member
Feb 28, 2024 1:30:15 PM

Turbotax lost my 2023 info and I have to start over.  How do I import =2022 info to the new 2023 return?

Expert Alumni
Feb 29, 2024 12:47:39 PM
Returning Member
Mar 21, 2024 1:26:59 PM

This does not work.  It just opens up more of the file.  Nothing is imported into Turbotax 2023.  Could you please update this help note?  Thank you, jsleeper