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import a 2023 Turbotax return, from another computer

I have changed computers and need to import a 2023 turbotax return from another computer. I have loaded turbotax Home& Business on my new computer. I need to bring in my 2023 return.

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CatinaT1
Expert Alumni

import a 2023 Turbotax return, from another computer

Here is a FAQ: How do I move my tax data file to another computer?

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import a 2023 Turbotax return, from another computer

Do you want the 2023 return to open in the new computer or to Transfer into 2024?

 

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...


IMPORTANT
After you get the program installed or reinstalled 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). Enter some basic information, then go to the state tab and download the state program. Then try to open your existing return, go to FILE - OPEN

 

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