Transfer prior year personal info to 2024

[still_baffled]

I'm trying to get started with 2024 using TurboTax Mac Download. Please remind me how to transfer data from my 2023 return (also with TurboTax Desktop) to 2024 forms. I'm unable to find a "Tax Tools" in top bar nor in a side bar.

[CatinaT1]

Here is a FAQ: Why am I not able to transfer my previous year .tax file to my 2024 tax return?

[xmasbaby0]

If you are using desktop download software, you open up your installed 2024 program from your own hard drive, go up to the top of your screen to the word File, click it and then click on the drop down that says New Tax Return.   That will take you to a screen that asks if you want to use a 2023 tax return that is on your computer, continue without transferring or import from TurboTax Online.

Remember you are looking for the file called .tax2023      not a pdf.

[still_baffled]

The faq refers to TurboTax Online. Does this also apply to Mac Download version?

[VolvoGirl · Accepted solution]

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

If you used the Desktop program, you need the data file ending in .tax2023 to transfer. It should be in your Documents then in a Turbo Tax folder. Or search your whole computer for all files ending in .tax or .tax2023.

I think when you first open the program on the Welcome screen should be a Transfer button.  Or maybe you have to first click on Begin.  

[still_baffled]

Thanks for your reply; however, that command goes directly to data entry page without the option to begin from prior year form.

[still_baffled]

OK. So I went back, closed everything, dusted myself off and started all over again following your directions. It worked.

I'm still baffled as to why this is so not intuitive, but I've made detailed notes for next year to perhaps save me some time. I'm sure the kids in software development will change something for next year, though. I won't hold my breath until then.

Thanks for your help.

[hthomas41]

How to transfer 2023 information and start my 2024 return?

[mesquitebean · Accepted solution]

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@hthomas41 wrote:

How to transfer 2023 information and start my 2024 return?

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1. Are you using Online TurboTax or the desktop software for your 2024 return?    What did you use for 2023?
2. If you are using desktop software, do you have the *.tax2023 data file on your computer?
3. If desktop software, Windows or Mac?

[still_baffled]

mesquitebean Are you a robot?

[VolvoGirl]

No, we are all real people.  They were replying to another person who added on to this thread.   Why do you ask?   

[xmasbaby0]

@still_baffled The replies in this user forum are all coming from humans----no one in the user forum is a "robot" or AI.     We are all actual real people.   Many of us are volunteers, and there are also some TT employees in the forum during tax season.