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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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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...

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