topic How to save a return as a tax data file? in After you file

How to save a return as a tax data file?

MLPNW — Mon, 23 Feb 2026 13:11:05 GMT

I am a TurboTax for Mac desktop user. I saved last year's return (2021) as a PDF. I want to import this return into the 2022 version of TurboTax. When doing so, I get an error message saying that the file size is too large to import. ALSO, I do not see a tax data file for the 2021 tax year anywhere on my computer. Is there a way to save last year's (2021) return (using last year's TurboTax) as a .tax (tax data) file? Please help, as I do not want to re-enter all of my data from scratch.

Thanks

Re: How to save a return as a tax data file?

JohnW152 — Mon, 06 Feb 2023 23:22:19 GMT

Please see the TurboTax Help article Find your tax data file in Mac for guidance in accessing your file.

Re: How to save a return as a tax data file?

MLPNW — Mon, 06 Feb 2023 23:31:06 GMT

I have followed that link and done that search. There is NO tax data file on my Mac.

Can I open up the TurboTax 2021 and resave the return as a .tax file?

Re: How to save a return as a tax data file?

KatrinaLO — Tue, 07 Feb 2023 19:41:05 GMT

You may need to contact customer service directly for assistance. Please see the following information here for more details.