- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
EDITED 09/29/2025 at 7:39 PM Pacific
First see the comments that @VolvoGirl left you below. I read your question too fast and focused on your mention of the online version and missed the part about a laptop without a CD drive. As VolvoGirl explained, if that laptop has Windows 11 on it, you won't need a CD drive. In fact, there is no CD anymore. You could download the installation file to the laptop and then install the program on the laptop and thus, you wouldn't need Online TurboTax at all. I'm sorry if I confused things.
*******************************************************
My original response:
No one has yet seen the 2025 online program yet, but assuming the transfer method is the same as 2024, here's how one would probably upload a *.tax2024 data file into Online TurboTax to transfer data into a 2025 return.
NOTE: That process requires one to clear an online return when transferring the prior-year data. You can only transfer into a new blank return. So do the transfer early on in your preparation. Don't wait until you've already entered a bunch of data, or that would be cleared during the process.