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Getting a new PC, what old files do I need from my old PC?

I have TurboTax 2014-2020 installed on my old PC.    I am getting a new laptop and will be wiping and donating my old PC.     I will be installing TurboTax 2021 on my new laptop.    Do I need to reinstall any of the old Turbotax versions to import data for 2021, or is just saving a copy of the old returns adequate?  

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Getting a new PC, what old files do I need from my old PC?

You only need the file ending in .tax2020 to transfer into 2021.

 

Your tax files end in .tax or .tax2017, .tax2018 or .tax2019 or .tax2020 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.  They only support the last 3 years so you might not be able to update older years or download any state programs you need.

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