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Hank74
New Member

Past data files

I had to buy a new computer with more memory to be able to run my turbotax programs this year. I want to copy all of the data files from past years used by turbotax onto this new computer. Where does turbotax normally keep files from past years filings?

 

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1 Reply

Past data files

Do you need to move all the programs or just your returns?  Your returns are not in the program but in separate files.

 

You only need the file ending in .tax2023 to transfer into 2024.

 

Your tax files end in .tax or .tax2021 or .tax2022 or .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.  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.

 

The programs need to be installed from the CD or download them again.  You don't need to install them unless you need to amend or open a return.  They only support the last 3 years so you might not be able to update older years or download any state programs you need.

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