You must do the transfer of the 2023 tax file at the very beginning, before you enter any 2024 data. Pay very careful attention when you begin your 2024 return---it will ask if you want to transfer a 2023 tax file. You need the .tax2023 file--not pdf.
How to transfer last year’s return?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-y...
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
