I am trying to transfer from my 2024 return into this year. I am using desktop Home and Business as I did last year. The return is a .tax2024 file. It shows up in the menu but does not import. It will let me navigate to the file on my computer but again will not import.
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If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates".
Once you are done with the update, see this TurboTax help article for more information on how to transfer you return.
If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.
for some folks having trouble initiating the transfer (on Mac Premier at least - not sure H&B version), as an alternative to Start New Return etc - instead try Open Tax Return and open the .tax2024 file directly. The s/w should recognize it as prior year and offer to transfer it into a new return.
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