Import info from file .tax2023

[G-KG]

I downloaded Turbo Tax 2024 Premier (as I have done for the past few years) however the tax information did not get imported from my .tax2023 file.  How can I import it to my 2024 return or do I have to restart the process with a new return?  Thank you.

[rjs]

For instructions to transfer information from 2023 into your 2024 tax return, see whichever of the following two FAQs applies, depending on whether you are using Windows or a Mac.

Transfer last year's return to TurboTax Desktop for Windows

How do I transfer last year's return into the 2024 TurboTax software for Mac?

[VolvoGirl]

Yes you can only Transfer into a new return.  

Here's an idea. Do you still have 2023 installed? Try opening 2023 program and see if you can get your 2023 return to show up in it. Go to FILE - OPEN. And see if that is the right one.

Then in the 2023 program do a File-Save AS and give it a easy name you can find or search for. And note where it saves it or select where to save it so you can find it again. The file will end in .tax2023. Then close the 2023 program. Then start a new 2024 return and transfer from the 2023 file.