topic Re: 2024 download version in Get your taxes done using TurboTax

2024 download version

dueck4sum — Sun, 19 Jan 2025 08:31:16 GMT

i purchased the 2024 download version from costco premier version. but in 2023 i did my taxes on the online version , can i transfer the data to the 2024 version , i dont see an option of where to find the old file can it be downloaded from the web from 2023?

Re: 2024 download version

mesquitebean — Sun, 19 Jan 2025 09:11:24 GMT

@dueck4sum wrote:
i purchased the 2024 download version from costco premier version. but in 2023 i did my taxes on the online version , can i transfer the data to the 2024 version , i dont see an option of where to find the old file can it be downloaded from the web from 2023?

Yes, you can download your *.tax2023 data file from your Online account, and then you can transfer it into a new 2024 return in your 2024 desktop software. NOTE: It's important to transfer from the 2023 tax data file--not the PDF file.

First, log into the same online account you used for 2023, and look at the left menu column. Do not use the Documents tab. Look for a TAX HOME tab. If there is no TAX HOME tab in the left menu column, you may have to first "pretend" that you are going to prepare a 2024 online return in order to get the full left-column menu that will take you to the 2023 tax data file. If you haven't done so already, start answering the screens, and it may even have you choose a product (but you don't have to use it or pay for it). Once you have gone through several screens and entered some info, the left menu column will change and will now have a TAX HOME tab. Click on TAX HOME and at the Tax Home page scroll way down near the bottom to "Your Tax Returns & Documents." Click on that and choose 2023 to get the *.tax2023 data file. If you are using the Windows version of TurboTax, download the data file to your Documents/TurboTax folder. I can't speak for the Mac version, but likely a similar documents directory.

Then once the 2023 data file is on your computer, launch TurboTax and start a NEW tax return. The computer will churn a bit as it searches for data files. It first looks in that Documents/TurboTax folder, which is the easiest place for it to find it. If it doesn't find it, there is a "Browse" button that opens up a directory tree where you can point TurboTax to the location where you placed the file.

Re: 2024 download version

dueck4sum — Mon, 20 Jan 2025 07:03:44 GMT

i can find where i can import from 2023 file but , nowhwere is there a Tax Home. it only lets me save it as a pdf not the tt23 file i need

in the left column there is

file

get started

cra online mail

filing hub

print your tax return

thanks

nothing about Your tax return and documents

Re: 2024 download version

dueck4sum — Mon, 20 Jan 2025 07:15:08 GMT

actually now i managed to find a tax home button after going through the steps but there is no other options under the button when clicked

Re: 2024 download version

mesquitebean — Tue, 21 Jan 2025 02:18:41 GMT

@ dueck4sum wrote:
i can find where i can import from 2023 file but , nowhwere is there a Tax Home. it only lets me save it as a pdf not the tt23 file i need
in the left column there is
file
get started
cra online mail
filing hub
print your tax return
thanks

nothing about Your tax return and documents

That is not the left-column menu that online USA return accounts have. Are you preparing a Canadian return or a USA tax return? Since that menu has "cra" and "filing hub" in it, it makes me think you are looking at an online Canadian TurboTax account. Which country's return are you needing to prepare? Did you log into the Canadian website by mistake instead of USA TurboTax?

You are asking this question in the USA community forum.