I used the 2022 Business (desktop) version of TurboTax, and I tried to transfer the PDF, but it didn't work. I have the back-up from the PC, but unable to download to the Mac. Is there any other way to transfer 2022 tax to 2023 TurboTax ... or I need to just start a new return?
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If you used the TurboTax Business Edition for Partnerships, C Corp, S Corp or Estates and Trusts, the tax data file or the PDF from the Business Edition cannot be transferred to one of the TurboTax personal editions of either Basic, Deluxe, Premier or Home & Business.
You can transfer in a 2022 personal tax return from Home & Business to any 2023 personal desktop product (Basic, Deluxe, Premier or Home & Biz). But the Business PDFs and tax files are not compatible with the personal tax products. TurboTax Business handles Partnerships, S-corps, Estates, and Trusts.
Transferring in previous year's return - PDF
How do I transfer last year's return into the 2023 TurboTax software for Mac?
How do I troubleshoot copying info from a prior-year return in TurboTax Desktop?
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