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.

How to transfer TurboTax to a new conputer?

I need to move TurboTax to my new computer.
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.

2 Replies

How to transfer TurboTax to a new conputer?

Are you on Windows or Mac?
For Windows. Your tax files end in .tax or starting in 2008, .tax2008, .tax2021, .tax2022, .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.


What I would do on the old computer, is copy the whole Turbo Tax folder that is under your Documents. That should be where the .tax files and pdf files are stored. 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 your return. 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.


You only need the tax return data file ending in .tax2023 to transfer into 2024 or .tax2024 to transfer into next year. You can't transfer the programs. They have to be installed from the CD or Download. You don't need to install older programs unless you need to amend or you didn't save the pdf file. And they only support the last 3 years. If you install an older year you won't be able to update it or download any state programs, so you won't be able to open 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...

 

How to transfer TurboTax to a new conputer?

Thank you so much for your reply. I wasn't worried about transferring my data files. I wanted to know how to transfer the program for 2023 itself. Fortunately, I did manage to do that, so all is fine (unless I find myself needing to amend a return prior to 2023).

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies