I have used TurboTax for several years but this year I had to buy a new computer because the old one would not run Windows 11. I put the old tax PDF's on the new computer but Turbo Tax would not read them. My taxes are a little complicated so I really wanted to avoid some typing. I first tried the online version but it would not read my PDF files. I called and a clerk told me it was a known problem thata would be fixed the next week. It wasn't so I purchased a new Win 11 computer but it still is not able to read my PDF files that I can print perfectly from.
WHY?
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No don’t use the pdf. You need the .tax2024 file.
You only need the file ending in .tax2024 to transfer into 2025.
On the old computer, Your tax files end in .tax or .tax2022 or .tax2023 or .tax2024 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.
See this article on how to move your tax return to another computer…….
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