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7232bond
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Did 2022 return on cd. Will do 2023 return online. What file do I need to load 2022 data into 2023 return?

 
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Did 2022 return on cd. Will do 2023 return online. What file do I need to load 2022 data into 2023 return?

@VolvoGirl has a thorough discussion of this issue. Most experienced users prefer the desktop version which offers more flexibility and has a forms mode and what-if worksheet to try out different tax scenarios. 

https://ttlc.intuit.com/community/taxes/discussion/what-are-the-differences-between-turbotax-online-...

 

 

Did 2022 return on cd. Will do 2023 return online. What file do I need to load 2022 data into 2023 return?

You will need the data file ending in .tax2022 to transfer into 2023 either to the Online version or the Desktop program.    Are you on Windows or Mac?  Be sure to save your return and know where it is and it's name.   On Windows it should be in your Documents in a Turbo Tax folder.  And you should copy it to a flash drive or backup incase your computer crashes.

 

Online will open in late Nov or December.  If you used the Desktop program last year here’s How to transfer into the Online version. You need to have the prior year .tax2022 file on your computer. Expand the link if you used the CD/download last year........
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-y...


Or here’s How to switch and transfer from the Desktop program into the Online version........
https://ttlc.intuit.com/community/tax-topics/help/how-do-i-switch-from-turbotax-cd-download-to-turbo...

 

If you used the Desktop program before you may notice several differences and not like the online version. It has less features and no Forms Mode. The Online versions don't have all the same forms so you might have to upgrade to a higher Online version. You can only do 1 return. Your return is only saved online so be sure to save both the .tax2023 data file and the pdf file to your computer when you are done. In case you need to amend in the future or if you need a copy to get a loan or something. You might not be able to access your online return when you need a copy.

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