TURBO TAX 2024 FILES NOT TRANSFERRING FROM 2023
I do tax returns for free for friends.
I got 2 files to transfer from 2023, but the rest will not transfer from 2023 to 2024.
I get a message that the "file is being read", but after that the file does not open up.
When I start the program, there is a message to RESTART THE COMPUTER, but, as I have done that many times, the files still will not transfer.
This needs a solution.
When you choose 'Transfer' if the file does not transfer automatically, click on 'Choose File'.
A window opens where you can find the .tax2023 file on the computer, then click 'Open' at the bottom of the window.
Here's more info on Transferring a Prior Year Return.
When using the Browse feature and selecting my *.tax2023 file, the Open option is greyed out. If I select the backup *.pdf file, the Open option is highlighted. I do not want to use the PDF backup but the real *.tax2023 file.
I had a similar problem. It would import, but it would corrupt the data in the *.tax2023 file.
This worked for me:
Install TurboTax 2023.
Open the 2023 program and let it update. Apparently there were some last-minute bug fixes.
Open the *.tax2023 files in TT2023 and compare the numbers to the saved pdf version or your 2023 W-2s.
Check to make sure the numbers are correct. If the refund/payment amount matches exactly, your data is probably OK. Edit if needed.
Save the *.tax2023 file and close the 2023 program.
Open TT 2024.
Start a new return instead of using an old one. The old 2024 may be corrupted.
Try to import *.tax2023 again.
Note: importing 2023 data is a one-way street. Once it is in 2024 it can't be changed.
I have used TT for over 20 years; Premier TT. I am not a novice with your product. There is no error box to help with the debug problem. What I think is wrong? I think there is a field/table size change from 2023 that causes the transfer...
I have checked the minimum requirements to use TT and have even added another 8 MB (although I met the requirements.) I have called tech support twice. First said you working on this transfer problem after connecting a higher level. Second tech even told me he couldn't help because I could not connect physical to an Ethernet cable. I tried to explain a desktop does not an physical port to do this. Ethernet connection is internal to the box like Wi-Fi. He hung up on me. Please hep me.
Most users are able to transfer their 2023 returns to 2024 successfully. Have you tried the steps outlined by @fiedler above?
Some users report that turning off all anti-virus software (including modem) worked. Others that have a new computer from last year have opened a new Windows account, and run TurboTax from there successfully.
Is your 2023 file on your C drive? If on an online drive, this can impact transfer. If this applies, you could temporarily move it to your C drive for the transfer.
Here's more things to try in Troubleshooting TurboTax Desktop Issues.