If you used TurboTax Desktop for 2024 and are using TurboTax Online for 2025, here's how to transfer your saved tax file from desktop to online:
Steps to Transfer 2024 Desktop File to 2025 Online:
- Locate File: Ensure you have your 2024 tax file (.tax2024) saved on your computer.
- Start Online: Sign in to TurboTax Online and start a new 2025 return.
- Transfer: Select Tax Tools > Tools > Transfer last year's TurboTax return from your computer in the left-side menu
- Upload: Follow the prompts to upload your 2024 file.
Important Notes:
- You must start with a new, blank 2025 return.
- If you already entered data, you may need to use "Clear and start over" to use the transfer feature.
- The transfer carries over personal information, employer details, and 1099/1098 data, but not specific 2024 financial numbers for 2025 calculations.
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