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HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

You need your 2023 AGI to efile 2024. The AGI is on 2023 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse.

How to find the AGI.
https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947

If you didn't file 2023 or filed it later in the year or mailed it, then try entering 0 for the AGI. If that doesn't work you will have to print and mail your return.

Or request a transcript from the IRS
https://www.irs.gov/individuals/get-transcript

jlkahora
New Member

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

Very tragically, my husband, Peter M Kahora died tragically on Feb. 15 after falling during an ice storm resulting  in breaking his death and died 6 days later. We always have filed jointly every year. However I have turned this house upside out for our 2023 turbo tax filing. I am unable to find the 23 disk and he left no paper trail of that year. Ive completed my taxes with the 2024 turbo tax software, but it was rejected because I am unable to find the 2023 Annual Gross income from 2023. PLEASE help. Janet L. Kahora. Last 4 of my SS is 1536.

 

 

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

@jlkahora 

Go to this IRS website for free federal tax return transcripts - https://www.irs.gov/individuals/get-transcript

For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

J Gutz
New Member

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

I have a new computer and I don't have my 2023 tax information nor the 2023 turbotax program in my new computer.  How do i download my 2023 tax information from the turbo tax website onto my 2024 turbotax program

 

J Gutz
New Member

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

thats the problem  I dont have it on my computer  I need to download it from the turbotax website

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

Did you use the Desktop installed program to do 2023?   Do you still have the old computer?  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.  Or the .tax2024 to transfer into 2025 next year.

 

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.

 

Since you now have to log into an Intuit Account all your downloads and licenses are listed there (even if you bought it from somewhere else) so if you need to download to install it again or install on another computer, even on the other operating system (Windows, Mac).  And the download will always be up to date with all the updates.

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