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Level 1
October 4, 2022
Question

Can I upload my PC tax file from 2021 so the info in it that is carried over year to year be available for completing my 2022 return online?

I want to convert from the Mac PC based method to the online method and I don't see any info on how to do that.

2 replies

Critter-3
Level 15
October 4, 2022

Yes it is very easy to do ... step 1 ... have the .tax2021 file on your hard drive and know where to find it.    Then step 2 ... choose an online program and when asked if you used TT in the prior year just say yes and follow the screen instructions. 

VolvoGirl
Level 15
October 4, 2022

For next year.....

You can transfer from the prior year on your computer into the Online version. You will need to have the .tax2021 file on your computer. If you used the Desktop program last year here’s How to switch and transfer from the Desktop program into the Online version........
https://ttlc.intuit.com/community/tax-topics/help/how-do-i-switch-from-turbotax-cd-download-to-turbotax-online/00/859756

 

Or come back next year and ask when you start the Online return.  BUT....If you used the Desktop program before you may notice several differences and not like the online version. It has less features and no Forms Mode. You can only do 1 return. Your return is only saved online so be sure to save both the .tax2021 data file and the pdf file to your computer when you are done. In case you need to amend in the future or if you need a copy to get a loan or something. You might not be able to access your online return when you need a copy.