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I am working on a mac always have I'm up and running on 24 turbo tax deluxe but i cannot find anyway to transfer last years documents

 
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1 Reply
DaveF1006
Expert Alumni

I am working on a mac always have I'm up and running on 24 turbo tax deluxe but i cannot find anyway to transfer last years documents

It depends.  If last years tax return is stored locally on your computer, TurboTax will recognize it. 

 

  1. On your Mac, find last year's tax file and copy it to a removable device like a thumb or flash drive.
  2. On your PC, copy the tax file from the device to your desktop or Documents folder.
  3. Rename the tax file by right-clicking it, selecting Rename, and adding a .tax2023 filename extension to it.
  4. Launch TurboTax 2024 and select Start a New Return (or go to File and select New Tax Return).
  5. TurboTax should find your 2023 tax file. If not, select Browse, go to where you saved the file in step 2, select it, and select Open.
  6. Wait for TurboTax to finish transferring the info over.

If you have a PDF of last year's return stored on your computer, you can do this.

 

Here's how to transfer your PDF into TurboTax Desktop:

 

  1. Sign into your TurboTax account to access returns for 2023.
  2. Choose New Tax Return from the File menu.
  3. Select Begin or Start a New Return under Manage Your Returns.
  4. On the Let's Get a Jumpstart on Your 2024 Taxes screen, select Use a tax return that's on my computer.
  5. Follow any on-screen instructions.

 

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