Get your taxes done using TurboTax

I was able to transfer a 2022 return to TurboTax for Mac 2023. Your OS Monterey 12.7.3 should work. See here for the full list of system requirements.

Did you follow the steps in the help article previously provided:

How do I transfer last year's return into the 2023 TurboTax software for Mac?

SOLVED•by TurboTax•529•Updated 1 month ago

To transfer info from your 2022 TurboTax for Mac return:

1. Open TurboTax for Mac 2023 and choose File New Tax Return.
2. Select Begin and choose Use a tax return that's on my computer.
3. Select your 2022 return from the list and select Continue.
   • If you don't see your return, select Find your tax return.
   • If your 2022 return is on another computer, here's how to move it to your present computer.
4. Select Continue to review the transferred information. We'll also give you opportunities to review, edit, or delete transferred information later on.

Be aware that once you've gone past the Transfer screens, you can't go back to revisit them. If you need to re-do your transfer, go back to step 1 to start over with a new return.

If you followed these steps to transfer a tax file and they didn't work, you could try transferring a PDF of the return.