Migrating to new WIndows 11 computer, question

chesterspal — Sun, 15 Mar 2026 17:32:43 GMT

Ordered a new/refurbished Dell desktop with Windows 11 Pro so I can continue to use Turbotax.

In order for me to be able to compare with prior years, do I need to install the entire CD from 2024 and 2023 or just the Turbotax file from those years?

Re: Migrating to new WIndows 11 computer, question

SteamTrain — Sun, 15 Mar 2026 18:15:16 GMT

@chesterspal

In order to transfer in the 2024 data that 2025 might need, you need the .tax2024 datafile on the new computer.

BUT...that may not let you examine specific 2024 items.

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Your first step would be to make sure you've generated PDF files on the old computer for each year. Usually two for each year. One PDF as the: a) Filing Only copy, and another PDF b) with ALL the backup worksheets and forms. Transferring those to the new computer will allow to examine each year's forms in as much detail as you decide might be necessary in the future. But make sure you transfer the .tax2024 datafile too.

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Still, it could be advantageous for you to install the actual working 2024 and 2023 software for each year. I commonly go back to prior years to see either what I did....or how the software behaved for those prior years. For any tax year you do re-install, you'd need the .taxyyyy datafile for that year to actually open that year's prepared-and-filed tax return (other than just looking at the PDF.

Only 2022, 2023, and 2024 desktop sets can be installed for the prior years. and 2022 will drop away later this year.

Re: Migrating to new WIndows 11 computer, question

chesterspal — Sun, 15 Mar 2026 20:00:39 GMT

Hey thanks for this. Really appreciate the detailed reply.

Will install the full programs PLUS the data files for those last two years.

George

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Migrating to new WIndows 11 computer, question

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