Windows 11 upgrade / back up question

ezshopr · ‎October 10, 2025

I need to back up my computer before I upgrade from Windows 10 to 11. I have always bought the CD/download version at Costco. What program/file do I need to look for in my computer and to be sure to back up to my external hard drive so that in 2026, Turbo Tax will automatically import/remember my 2025 taxes like it always does? I have all of my past years saved as pdf "copies" onto my desktop so I will save those to my external hard drive too just in case. Thank you

VolvoGirl

You only need the tax return data file ending in .tax2023 to transfer into 2024 or .tax2024 to transfer into next year.

To backup your tax return data files. What I would do is 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 external drive, etc.

I bought Turbo Tax from Costco. Before I upgraded my Windows 10 to 11 I backed up my data files just in case. When I upgraded all my programs (back to 2019) were still there and worked. And all my tax return files were there and opened.