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After you file
@dougAllen43 If you want to transfer the 2023 online tax data file to the 2024 desktop tax return you only need to download the tax data file. The 2023 tax data file will have a file extension of .tax2023.
When you start a new 2024 tax return using the desktop editions, the TurboTax software will search for all 2023 tax data files on your computer. If the tax data file is not listed then you will need to browse to the location where you downloaded the file. That is all you need to do. There are no other files to transfer or update.
‎December 16, 2024
6:37 AM