Past years I have used TurboTax on a windows 7 machine. 2019 requires windows 8 or better. For this reason I am switching to a windows 10 machine. I want to transfer past years info to the new machine so the 2019 TurboTax has access to those files. How do I do that? Do I just copy and past the old files from one computer to the other? Is the destination folder on the new computer important? Do I need to load the older TurboTax discs on the new machine first?
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This link How do I move my tax data file to another computer? has directions on how to securely move your TurboTax data files to your new computer.
You only need the file ending in .tax2018 to transfer into 2019.
Your tax files end in .tax or .tax2015, .tax2016, .tax2017 or .tax2018 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.
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