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rwatz
Returning Member

Prior years TT used with CDs. Would I be able to get TT online for it and a new Mac. How do I get autofil from Windows to the Mac. Thanks

 
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4 Replies

Prior years TT used with CDs. Would I be able to get TT online for it and a new Mac. How do I get autofil from Windows to the Mac. Thanks

The CD has both the Windows and Mac programs on it.  Are you doing 2018 now on your Mac?  You need the file ending in .tax2017 from the Windows computer to transfer into 2018.  

 

Just copy the .tax files on Windows to a flash drive to move to the Mac.  They should be in your Documents then in the Turbo Tax folder.

 

If you are moving to a Mac from Windows or to Windows from Mac you will need to install the right program.  If you have the CD it has both windows and Mac programs on it.  If you downloaded the program you might need to call in and ask for the other download.  Unless you have both downloads in your account already.

 

To Transfer 2017 from windows See Transferring from Windows

https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-transfer-last-year-s-return-into-the-t...

 

rwatz
Returning Member

Prior years TT used with CDs. Would I be able to get TT online for it and a new Mac. How do I get autofil from Windows to the Mac. Thanks

Thank you very much, good info.

rwatz
Returning Member

Prior years TT used with CDs. Would I be able to get TT online for it and a new Mac. How do I get autofil from Windows to the Mac. Thanks

Thank you very much.

Prior years TT used with CDs. Would I be able to get TT online for it and a new Mac. How do I get autofil from Windows to the Mac. Thanks

2)  Make sure you have converted all of those prior year tax files to PDF files before you get rid of the old computer.  a)_ Once as just the bare filing copy, and b) again...with All forms and Worksheets.  The PDF copies may be the only thing you can look at for 2014 and earlier (on a new MAC)

 

3) with a new MAC, you will unlikely be able to fully install 2014 or earlier on the new MAC, as software updates, and state software sets are no longer available for the earlier years  (even if you still have the old CDs...the software on each of them requires extensive updates.  2015 might work if you get s a special fix file after you install it.

 

4)   IF you later update the MAC to a newer OS level, there is no guarantee that even the 2016-2018 software will continue working.   MAC OS updates have had a real problem with backward compatibility with prior year TurboTax software.....where Windows seems to have had a much better record of backward compatibility.  Just be aware of the issue and generate the PDF files every  year when everything is done and filed.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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