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patiod
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If I used TurboTax software for 2023 and will be filing online for 2024. How can I upload my 2023 tax return info to my 2024?

 
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1 Reply

If I used TurboTax software for 2023 and will be filing online for 2024. How can I upload my 2023 tax return info to my 2024?

Are you just starting 2024?   You only have until Oct 15 to finish and efile so you need to hurry.

 

You can Transfer the prior year from the Desktop program into the current Online versions.  You need to have the file ending in .tax2023 on your computer.  So be sure you know where it is.  But if you already started an online return you will have to clear it out and start over or set up a new online account.  How to clear and start over

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-onli...

 

 

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-...

 

 

And How to switch from Desktop to Online

https://ttlc.intuit.com/community/tax-topics/help/how-do-i-switch-from-turbotax-cd-download-to-turbo...

 

If you used the Desktop program before you may not like the Online version.  It has less features and no Forms Mode.  All the Online versions do not have the same forms so you may need to upgrade to a higher version.  You can only do 1 return.  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.

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