turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

seetaneal
New Member

how to transfer 2023 files to online edition?

I have 12 2023 files using the cd version and saved onto my computer. How do I carry forward using online version? Do I have to re enter all personal info???
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies

how to transfer 2023 files to online edition?

You can transfer a 2023 Desktop return ending in .tax2023 into the Online version.   How to transfer into Turbo Tax Online, including from a pdf file or other software or from the Desktop program

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-...

how to transfer 2023 files to online edition?

How many Desktop returns did you do for 2023?  12?  Online is only good for 1 return per account.   12 returns will be very expensive unless some can use the Free Edition.  Why can’t you use the Desktop program again this year?  Is your computer too old?

 

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.  You can only do 1 return.  Federal and state are separate fees.

 

Your return is only saved online so be sure to save both the .tax2024 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.

 

how to transfer 2023 files to online edition?

!2 returns?    Is your computer too old to meet the system requirements for 2024 desktop?  

 

https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-...

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-system-requirements/minimum-syst...

 

 

 

Using online will be really expensive.   With online you get ONE return per fee, and you pay separate fees for federal and state.   Maybe you can use the Free Edition for some of those---

 

https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp

 

 

 

Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site

 

https://apps.irs.gov/app/freeFile/

 

Or—if you live in certain states you may be eligible to use the new IRS Direct File

 

 

In Filing Season 2025, Direct File will be available in Alaska, Arizona, California, Connecticut, Florida, Idaho, Kansas, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Washington, Wisconsin, and Wyoming. 

 

https://directfile.irs.gov/

 

https://home.treasury.gov/news/press-releases/jy2629

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies