why doesn't last year's data import to the current year return?

Forum|Forum|1 year ago
December 31, 2024
2 replies
0 views

"Info from your 2023 tax return" shows all $0.00". How do I import last years data? I replaced my PC recently but it does appear I have last years Turbo Tax Files transferred to this new PC.

DoninGA

Level 15

The tax data file for tax year 2023, which has a file extension of .tax2023, has to be copied to the new computer with the 2024 TurboTax desktop software.

When you start a new 2024 tax return the software will look on your hard drive for the 2023 tax data file. If found it will be listed by name. If not found you can browse to the location where your copied the 2023 tax data file.

TN9Author

Level 2

Turbo Tax 2023 is installed and I can access my return. When I am in 2024 Turbo Tax I don't see any option to browse for the 2023 return. I don't know how to proceed.

VolvoGirl

Level 15

ps I am using the online version which I haven't actually paid for yet. Do I have to purchase it to get the proper function?

If you have the .tax2023 file on your computer and want to use the Online version......How to Transfer into the Online version
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=l8w7nlbv

Or do you want to buy and install the Desktop program? You can buy the Desktop Download program here,
https://turbotax.intuit.com/personal-taxes/cd-download

silverbay19

Level 2

I'm very frustrated with the new Turbo Tax. It is not user friendly and there is no help. Ive asked for help several times. Ive used Turbo Tax for at least 15 years NS CAN NOT LOCATE MY 23 TURBOTAX DATA ON MY MAC.