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.
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.
@TN9 wrote:
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.
When you start the 2024 TurboTax desktop program, on the first screen, click on the button Start a New Return
The next screen will have a list of 2023 tax data files found, if any. If the 2023 tax data file is not shown then click on the Browse button. Then go to the location where you copied the 2023 tax data file.
When I sign in my screen doesn't look like your screenshot.
It shows: Hi *****, let's keep working on your taxes!
A few weeks ago I previously started the return to estimate 2024 liability. When I scroll lower I see "Your tax returns and docs". I chose 2023 then: Download taxfile
I tried again but get the same results.
I signed out and signed back in but still don't get anywhere.
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?
Sounds like you are in the Online version and not the installed Desktop program. Do you have the .tax2023 file saved on your computer? Can you start the program? It should look like the screen shot above with a blue menu bar across the top. If you see a black bar down the left side that is Online.
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
I will purchase the desktop program.
What should I do to discontinue what I started with the online tax return?
Can I delete that?
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.