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I used a Windows computer for my draft return and extension. now I have a Mac. how can I continue working on my return?

 
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Accepted Solutions
VolvoGirl
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I used a Windows computer for my draft return and extension. now I have a Mac. how can I continue working on my return?

Yes.  Either if you used the online version or  the Desktop CD/Download program.  

For Online just log into your account.  If you use the Desktop program,  

Your tax files end in .tax or .tax2022, or .tax2021 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.

 

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.

 

After you get the program installed the first thing to do before you open your tax return is to update the program and install any state programs you had. Then open your file. So you first might need to start a fake return to be able to download the state program (go to File-New Tax Return).

 

Then go to FILE -Open and find your return.

 

 

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1 Reply
VolvoGirl
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I used a Windows computer for my draft return and extension. now I have a Mac. how can I continue working on my return?

Yes.  Either if you used the online version or  the Desktop CD/Download program.  

For Online just log into your account.  If you use the Desktop program,  

Your tax files end in .tax or .tax2022, or .tax2021 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.

 

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.

 

After you get the program installed the first thing to do before you open your tax return is to update the program and install any state programs you had. Then open your file. So you first might need to start a fake return to be able to download the state program (go to File-New Tax Return).

 

Then go to FILE -Open and find your return.

 

 

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