2019 Home & Business

[rpalker]

I understand the 2019 Home & Business will not work on Windows 7, only on Windows 8 and up.  

This will require me to use a different computer.  What file/files do I copy to the new computer so that my previous years information is transferred to my 2019 taxes?

Richard Palker

[email address removed]

[Anonymous_]

Make sure you copy your *.tax2018 file and the PDF that was (hopefully) saved that contained all of the forms, schedules, and worksheets.

It is wise to save your *.tax[year] files and PDFs on several different types of media.

[VolvoGirl]

Your tax files end in .tax or .tax2015, .tax2016, .tax2017 or .tax2018 etc.  They should be in your Documents in a Turbo Tax folder.  You should also have the pdf files of each year.  Or search your computer for all files ending in .tax.  Also if you haven't done it,  I would open each year in the program and save it as a PDF file, go to File-Save to PDF so you don't need the program installed to view or print your return in the future like to get a mortgage or loan, etc.

What I would do is just copy the whole Turbo Tax folder that is under your Documents.  That should be where the .tax files and pdf files are stored.  Copy that folder to a flash drive or best yet is to burn it to a CD or DVD and then you will have a backup of them.   Then on the new computer copy the folder (or files) from the flash drive to your Documents folder.

The programs need to be installed from the CD or download them again.  You don't need to install them unless you need to amend or open a return.

See this article on how to move your tax return to another computer…….

https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-move-my-tax-data-file-to-another-compu...

[rpalker]

Thank you so much for the response.

Does the recommended method work, when the original computer where the 2012 through 2018 tax files are, is running Windows 7, and the new Computer is running Windows 8 or 10?

Will the 2019 Turbo Tax (which will not run on Windows 7)  transfer all the pertinent data from the previous tax files, especially the 2018 tax file?

[Anonymous_]

---

@rpalker wrote:

Will the 2019 Turbo Tax (which will not run on Windows 7)  transfer all the pertinent data from the previous tax files, especially the 2018 tax file?

---

Yes, according to the newly released TurboTax Help article (FAQ).

Intuit will not officially support 2019 installed (desktop) versions of TurboTax on Windows 7 but the programs will install and run.

See https://ttlc.intuit.com/community/tax-topics/help/windows-7-end-of-support-impact-for-turbotax/01/85...

[rjs]

---

@rpalker wrote:

Thank you so much for the response.

Does the recommended method work, when the original computer where the 2012 through 2018 tax files are, is running Windows 7, and the new Computer is running Windows 8 or 10?

Will the 2019 Turbo Tax (which will not run on Windows 7)  transfer all the pertinent data from the previous tax files, especially the 2018 tax file?

---

TurboTax transfers data only from the immediately preceding year. The 2019 TurboTax program will transfer data only from your 2018 tax data file (the .tax2018 file). You should still copy the .tax2016 and .tax2017 files to the new computer in case you need them for any reason, such as to file an amended return. You should also copy the PDF files for all previous years. But only the .tax2018 file is actually used to transfer data.

The .tax20xx files are the same in all versions of Windows. It makes no difference if you use it to transfer data in a different version of Windows than where the file was created.