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I have been a TT user for many years and have the prior year taX INFORMATION ON A THUMB DRIVE . Only some information rolled over to 2024.

I want to see my 2023 information and have the AGI roll over from there. Why is this SO damn not logical. I had a major hassle just opening the drive
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2 Replies
RobertB4444
Expert Alumni

I have been a TT user for many years and have the prior year taX INFORMATION ON A THUMB DRIVE . Only some information rolled over to 2024.

You can look at your 2023 information in the online version by logging in and clicking on that year.

 

If you used the desktop version you need to open the prior year tax file.  Which is harder to navigate to if it is stored on a thumb drive.

 

@denmartamullin 

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I have been a TT user for many years and have the prior year taX INFORMATION ON A THUMB DRIVE . Only some information rolled over to 2024.

What file do you have on the thumb drive?  Is it the pdf or the .tax2023 file?  If you have the .tax2023 file you need to first copy it to your computer before you  transfer it into 2024 or before you try to open it in the 2023 Desktop program.  

 

Are you using the Online version for 2024?  

If you used the Desktop program last year here’s How to transfer into the Online version. You need to have the prior year .tax2023 file on your computer. Expand the link if you used the Desktop software last year........
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-y...


Or 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-turbo...

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