I purchased a new Windows 11 compliant computer. How do I get my 2024 turbo tax data saved to it, for my 2025 taxes?

[VolvoGirl · Accepted solution]

For Windows…..What I would do on the old computer, is copy the whole Turbo Tax folder that is under your Documents. That should be where the .tax files and pdf files are stored. 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 your return. 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.

You only need the tax return data file ending in .tax2024 to transfer into 2025 next year. You can't transfer the programs. They have to be installed from the CD or Download. You don't need to install older programs unless you need to amend or you didn't save the pdf file. And they only support the last 3 years. If you install an older year you won't be able to update it or download any state programs, so you won't be able to open your return.

See this article on how to move your tax return to another computer…….
https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-move-my-tax-data-file-to-another-compu...

[JolRonChrSawBer57]

Thank you for the very clear and easy to follow directions.  I already had the files saved on a flashdrive, so it was easy to save to the new computer.  Now just have my fingers crossed that when I get the 2025 tax software it fines the correct file.  Thanks again for the help.

[VolvoGirl]

Well if  you transfer from the wrong 2024 tax file you can just start a new return and transfer from another file.     When  you start a new  return it will first try to find all the .tax2024 files on your computer.   You can pick which one to transfer.   

Oh and you should be saving your returns each  year after the return is Accepted so it has accepted info on it.  You might want to open your 2024 return in the program on the Windows 10 computer and check the filing status and save it.  

Open your return and go up to menu item File, in Windows the first menu item on the Left.....

File > Electronic Filing > Check Electronic Filing Status

Then save your return with the status. Go to File-Save.