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Getting Pre-2025 Tax Data From an Old Windows 10 PC to a New Windows 11 PC So That Losses and other Carry-Forward data Can Be Carried Forward and Used by TuboTax Premier for 2025 on the New Windows 11 computer.

Intuit informed me that I cannot run TurboTax Premier for Tax Year 2025 on my old Windows 10 PC, so I have purchased a new Windows 11 PC.  However, I have 2022, 2023, 2024 stock market losses and other data on the old Windows 10 PC that needs to be available to TurboTax Premier for Tax Year 2025 when I download it to my new Windows 11 PC.  I need to know where this data is (i.e., what folders/files) and the correct place to move this data to on my new Windows 11 PC before I download TurboTax Premier for Tax Year 2025 to it.  Can someone provide me with some knowledgeable/experienced guidance regarding this matter?  

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Getting Pre-2025 Tax Data From an Old Windows 10 PC to a New Windows 11 PC So That Losses and other Carry-Forward data Can Be Carried Forward and Used by TuboTax Premier for 2025 on the New Windows 11 computer.

You only need the file ending in .tax2024 to transfer into 2025.

 

On the old computer, Your tax files end in .tax or .tax2022 or .tax2023 or .tax2024 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.

Getting Pre-2025 Tax Data From an Old Windows 10 PC to a New Windows 11 PC So That Losses and other Carry-Forward data Can Be Carried Forward and Used by TuboTax Premier for 2025 on the New Windows 11 computer.

And I wanted to post 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...

Getting Pre-2025 Tax Data From an Old Windows 10 PC to a New Windows 11 PC So That Losses and other Carry-Forward data Can Be Carried Forward and Used by TuboTax Premier for 2025 on the New Windows 11 computer.

Thanks A Million!!!

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