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Level 1
January 22, 2025
Question

Can't transfer 2023 taxes into 2024 program; macOS

  • January 22, 2025
  • 1 reply
  • 0 views

Despite locating and selecting my last year's taxes, they are not getting transferred into this year's program. It just puts me back on the 'front' page again.

 

Mac OS Sonoma 14.5

1 reply

baldietax
Level 12
January 22, 2025

are you trying to transfer using a .tax2023 file not a turbotax .pdf file?

Level 15
January 22, 2025

Also, in addition to needing the *.tax2023 data file, you can only transfer into a brand new return.  Did you follow these steps?

 

FAQ:  How do I transfer last year's return into the 2024 TurboTax software for Mac?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/transfer-last-year-return-2021-turbotax-software/L0SKCGkzn_US_en_US