How do I download my turbotax 2023 return into my turbotax 2024 file at this time

Forum|Forum|1 year ago
March 16, 2025
2 replies
24 views

It seems that turbotax is very different than in the past I bought 2024 from Costco and guess what no disc. then when I started 2024 it did not ask to load 2023 to start, what the hell.

xmasbaby0

Level 15

You must do the transfer of the 2023 tax file at the very beginning, before you enter any 2024 data. Pay very careful attention when you begin your 2024 return---it will ask if you want to transfer a 2023 tax file. You need the .tax2023 file--not pdf.

How to transfer last year’s return?

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=m6ayqk1s

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

VolvoGirl

Level 15

Did you get into the Online version? Do you want to use the Desktop program again? Did you buy it?

You will need to have the .tax2023 file on your computer. If you used the Desktop program last year here’s How to transfer into the Online version, expand the blue link if you used the CD/download last year........

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953

If you already started an online return you will have to clear it and start over to transfer. How to clear and start over

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444

If you used the Desktop program before you may 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 .tax2023 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.