Retirement tax questions

If you've accidentally opened TurboTax 2024, you can search Windows for "TurboTax 2025" to re-open this year's edition. Look in the upper left corner; for example, I have "TurboTax Premier 2025" open right now on my desktop. 

Verify online that you purchased a valid copy of TurboTax 2025 for Windows or Mac by checking your Intuit Account:

For retail & purchases made directly from TurboTax:

Sign in to your Intuit Account using the same user ID you used to purchase your software.

In the Products tab, locate the tile for your TurboTax Desktop product year

Select Licenses and Download to view your license code

From there, you can follow these instructions to rollover your 2024 tax return:

Transferring from TurboTax Desktop for Windows, H&R Block, or TaxACT

1. Launch TurboTax 2025 and click Start a New Return (or go to File and select New Tax Return).
   • Don't select Continue, as transferring is only available on new, empty returns.
2. Select the Transfer Return button on the Good News! screen.
   • You can also select Browse and in the pop-up window, select All Files (*.*) from the dropdown menu. Then browse to wherever you stored your 2024 return and select Open.
3. Still can't find it? It might be on another computer. See this article for help in moving it to this computer.
4. Follow any onscreen instructions. We'll give you opportunities to review, edit, or delete transferred info later on.

Note: Once you've gone past the Transfer screens, you can't go back to revisit them. If you need to redo your transfer, go back to step 1 to start over with a new return.

Further info: TurboTax FAQ - Transfer last year's return to TurboTax Desktop for Windows | How do I get started with TurboTax Desktop?