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HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

CAN I COPY THE FILE PREPARED BY 2023 TURBOTAX TO THE NEW COMPUTER? WILL THAT BE SUFFICIENT?
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HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

The 2023 tax data file, which has a file extension of .tax2023 can only be opened by the 2023 TurboTax desktop software.

 

With the 2024 TurboTax software you can transfer the 2023 tax data when starting a new 2024 tax return.  The 2023 tax data file has to be accessible by the 2024 desktop software so it should located on the hard drive of the computer with the 2024 software.

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17 Replies

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

The 2023 tax data file, which has a file extension of .tax2023 can only be opened by the 2023 TurboTax desktop software.

 

With the 2024 TurboTax software you can transfer the 2023 tax data when starting a new 2024 tax return.  The 2023 tax data file has to be accessible by the 2024 desktop software so it should located on the hard drive of the computer with the 2024 software.

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

Do you need to move all the programs or just your returns?  Your returns are not in the program but in separate files.

 

You only need the file ending in .tax2023 to transfer into 2024.

 

Your tax files end in .tax or .tax2021 or .tax2022 or .tax2023 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.

 

After you get the program installed the first thing to do before you open your tax return is to update the program and install any state programs you had. Then open your file. So you first might need to start a fake return to be able to download the state program (go to File-New Tax Return).

 

Then go to FILE -Open and find 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...

bdeyen
New Member

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

my computer crashed  after doing my turbo tax 2023. I ask for help and turbo charged me 5.00 and sent me to a expert and he charged me $50. and said that he fixed and I should get my 2024 and the 2023 would come up.

Wrong!!!!! that did not happen. I have been using Turbo Tax for over 20 years and lost $55.00  and still do not have my 2023 so I can file my 2024 taxes. My 2023 code is [PII removed]    HELP

[phone number removed]   Robert Deyen

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

@bdeyen 

You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue


See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number...


Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

Schu65
New Member

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

Sorry, but this explanation makes absolutely no sense! Do I Access the file using a link in the 2024 Turb Tax software or directly from the hard drive? 

CatinaT1
Employee Tax Expert

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

Are you trying to transfer your 2023 into your 2024 return?

 

Here is a FAQ: Why am I not able to transfer my previous year .tax file to my 2024 tax return?

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HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

2023 taxes 

CatinaT1
Employee Tax Expert

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

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Schu65
New Member

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

What more do you need to know? Seems like a pretty straight forward question!

 

Thanks!

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

@Schu65 You have posted a couple of times on this thread which also have other users posting with there issues.

 

What exactly are you trying to do?  Have you installed the TurboTax 2024 desktop edition on your computer?  If so, do you want to transfer the 2023 tax data file to the 2024 return? Or is it something else entirely? 

dw67
Returning Member

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

Your link is not available. This is the second time today that I have encountered a recent posting and the link does not exist. Try it you get...

"The specific issue you’re looking for has been fixed and the article you’re trying to access is no longer available."

dw67
Returning Member

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

Sorry I thought my previous post would be specific to the post that I clicked reply on.

But I see that it just gets added at the end, this is dumb and causes more confusion!!!

 

I was replying to a post by CatinaT1 with the link

 

Here is a FAQ: Why am I not able to transfer my previous year .tax file to my 2024 tax return?

 

XXXhttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/able-transfer-previous-yea...

[hacked HTML because my post was blocked]

 

As I wrote before the link is old and does not exist. Totally worthless.

This seems to be a fairly common occurrence, I found another earlier today when trying to find my original problem and both of these are recent postings. Also instead of referencing another posting the link should be to an actual FAQ so that these problems can be tracked and solutions be available to people (users) in the future!

CatinaT1
Employee Tax Expert

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

This problem has been corrected in previous updates. Are you using the desktop or online version?

 

If you are using the desktop version, you might need to to a manual update.

 

What is a manual update?

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jlkahora
New Member

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

I need my annual gross income from 2023

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