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acatlo
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In have old windows 10 with my 2023 tax returns cannot transfer it to new new windows 11 says does not support

 
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3 Replies

In have old windows 10 with my 2023 tax returns cannot transfer it to new new windows 11 says does not support

You have to install the 2023 desktop program using either the CD or the Download for tax year 2023 on the new Windows 11 personal computer.

See this TurboTax support FAQ for installing the 2023 software with the license code - https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-...

 

Once installed you will need to copy the 2023 tax data file from the old Windows 10 computer to the new Windows 11 computer..  The tax data file is stored, by default, in the TurboTax folder within the Documents directory.  The tax data file has a file extension of .tax2023 for tax year 2023.  

With the 2023 program started on the Windows 11 computer click on the File menu in the upper left corner of the desktop program screen.  Then click on Open Tax Return, browse to the location where you copied the 2023 tax data file.

See this TurboTax support FAQ for moving the tax data to a new computer - https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/move-tax-data-file-another-...

In have old windows 10 with my 2023 tax returns cannot transfer it to new new windows 11 says does not support

Please clarify.

 

When using Turbotax installed on your own computer, if you want to use the program on a new computer, you must run the installer again on the new computer.  The installer is on your CD if you bought a physical CD, or it is a digital file that you must download again from wherever you bought it.

 

Your actual tax data file can't be opened unless you first install the program.

 

Are you saying the Turbotax installer won;t install Turbotax for 2023 on Windows 11?  Or are you saying your data file won't open?

In have old windows 10 with my 2023 tax returns cannot transfer it to new new windows 11 says does not support

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 .tax2022 to transfer into 2023 or .tax2023 to transfer into next year. 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


You might need to start a new fake return for your existing returns to show up.

 

SOME LINKS THAT MIGHT HELP

Troubleshooting installing on Windows
https://ttlc.intuit.com/community/troubleshooting/help/troubleshoot-installing-and-running-turbotax-...

 

Are you running Win 11 in S mode? You need to switch out of S mode.
https://support.microsoft.com/en-us/windows/switching-out-of-s-mode-in-windows-4f56d9be-99ec-6983-11...

 

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