New PC

Forum|Forum|2 years ago
January 23, 2024
1 reply
2 views

I have used TurboTax for the last 2 years.
I have a new PC on which I will be installing 2023 TurboTax by download. How can I get the data from my 2022 tax return (which is on my old PC) to carry to my 2023 return on the new PC?

Also, can I move both prior years’ tax returns to the new PC?

JohnW152

Level 15

Yes, you can move this data to your new computer.

You can't move the prior year tax software from your old computer to your new PC. You'll need to download the prior year software to your new PC and install it there.

If you purchased your prior year software as downloads, you can sign into Your TurboTax account and download the software to your new PC.

Then, see the TurboTax Help article How do I move my tax data file to another computer? for guidance on moving your tax data to your new PC.

superman23Author

Level 5

Your reply seems to differ from the article. The article says I need a drive of sorts to copy the program.

Did I misunderstand? Sorry,I know taxes ; Technology? Not so much.

Thanks.

VolvoGirl

Level 15

A Drive? You can't copy the program. Programs need to be installed from the CD or download. Your tax return is not kept in the program but in a separate data file ending in .tax2022.

You only need the data file ending in .tax2022 to transfer into 2023.

Your tax files end in .tax or .tax2017, .tax2018 or .tax2019 or .tax2020 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. 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 or print your return in the future like to get a mortgage or loan, etc.

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