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JAR17
New Member

Change to win 11 previous programs and data

So when i get a new computer with Windows 11 and have all the TurboTax programs installed on my older Windows 10 computer how will I transfer all of them top new computer? Will TurboTax have a quick method to transfer them all?

Thanks

 

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2 Replies

Change to win 11 previous programs and data

What I would do on the old computer, is copy the whole Turbo Tax folder that is under your Documents. That should be where the .tax files and pdf files are stored. 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 your return. 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.


You only need the tax return data file ending in .tax2023 to transfer into 2024 or .tax2024 to transfer into next year. You can't transfer the programs. They have to be installed from the CD or Download. You don't need to install older programs unless you need to amend or you didn't save the pdf file. And they only support the last 3 years. If you install an older year you won't be able to update it or download any state programs, so you won't be able to open your 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...

Change to win 11 previous programs and data

As you may surmise from @VolvoGirl  's answer, programs won't transfer to your newly mandated Windows 11 computer.

You will have to install any programs you want on the new computer yourself.

 

 

@JAR17 

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