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Transfer information from previous year's TurboTax

I just today installed TurboTax Deluxe 2025 for Mac.  I started a new return and for years I've been used to it offering to input person information from my previous year's TT...  But this year I find no such way to bring data in from a previous tax return.  Am I missing something or did that option go away???  It's not a big deal but typing in info always offers the chance for errors vs importing what worked in the past???  Seems like on the "Hi - Welcome to TurboTax" start screen, down in the blue links on that page, there used to be something that offered me the option to copy info from a previous tax return.  But there is nothing like that on that start screen or any other than I've seen...  ????  thanks for any help...

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Accepted Solutions

Transfer information from previous year's TurboTax

Should be the same as last year.  How to Transfer into the Mac Desktop program
https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/transfer-last-year-return-2...

 

Here's an idea. Do you still have 2024 installed? Try opening 2024 program and see if you can get your 2024 return to show up in it. Go to FILE - OPEN. And see if that is the right one.


In the 2024 program do a File-Save AS or Duplicate and give it a easy name you can find or search for. And note where it saves it or select where to save it so you can find it again. The file will end in .tax2024. Then close the 2024 program. Then start a new 2025 return and transfer from the 2024 file.

View solution in original post

Transfer information from previous year's TurboTax

someone else posted similar so I don't know if they way Turbotax first opens is doing something odd, but go File > New Tax Return, hit Begin and you'll get the option to transfer from last year's return and locate the .tax2024 file

 

it still stuck some screenshots would be helpful.

View solution in original post

3 Replies

Transfer information from previous year's TurboTax

Should be the same as last year.  How to Transfer into the Mac Desktop program
https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/transfer-last-year-return-2...

 

Here's an idea. Do you still have 2024 installed? Try opening 2024 program and see if you can get your 2024 return to show up in it. Go to FILE - OPEN. And see if that is the right one.


In the 2024 program do a File-Save AS or Duplicate and give it a easy name you can find or search for. And note where it saves it or select where to save it so you can find it again. The file will end in .tax2024. Then close the 2024 program. Then start a new 2025 return and transfer from the 2024 file.

Transfer information from previous year's TurboTax

someone else posted similar so I don't know if they way Turbotax first opens is doing something odd, but go File > New Tax Return, hit Begin and you'll get the option to transfer from last year's return and locate the .tax2024 file

 

it still stuck some screenshots would be helpful.

Transfer information from previous year's TurboTax

Gosh...  Feeling a bit silly here...  I've been using TT for so many years, when I started a new return today I went right to the Personal Info tab before (and without) ever having clicked on "BEGIN"...   Had I clicked on "BEGIN" (duh, of course) I would next have seen the old familiar import option...  I did LOOK on that BEGIN page and expected to see something in the blue links below that would point me to that but, oh the things we forget in a year...  

 

My bad...  Sorry for taking your time but I do appreciate both you, VolvoGirl (pretty sure I've talked with you in past years) and baldietax for getting back to me so quickly...  

I very much appreciate the help...  

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