Windows Version Requirements Going Forward

[juham2013]

Hi "VolvoGirl"!

Sure value the quick response.  

Now, from some of your other responses to other people, I am assuming that you have actually done this already and thus can unequivocally state that I won't have a problem, correct?

Indeed, under "Documents\TurboTax", I do see filing documents (PDFs as I save filings - by fault - as PDF every year) from prior years.   That said, there is no need to worry about the incompatibility between TT SOFTWARE versions (Windows 10/Windows11) and TT2025 would be able to import DATA from those PDF files, correct?

I was a little confused by "to view your return" that you wrote as, I am not necessarily needing to VIEW but rather need to have TT2025 IMPORT all the DATA automatically.

Cheers!

JJ

[juham2013]

I have never used TT online versions, to be exact, and will NOT, going forward.  I download TT software to my laptop each year.

Cheers!

JJ

[juham2013]

"By default" I meant to write, when talking about saving filings as PDF

[sawdustguy]

I am in a similar situation as both my Windows and my Mac are no longer supported by TT 2025. I researched H&R Block and their 2025 Deluxe download is still compatible with Windows 10 and my current Mac OS Ventura so after over 20 plus years I will be switching to H& R Block in 2025. H&R will collect TT2024 data transfer to their 2025 Deluxe version 

[VolvoGirl]

@juham2013   I haven't bought my 2025 program yet but I have installed prior  years on different computers when I need to get a new computer.    I had to go from Windows 8 to Windows 10 a couple years ago to install Turbo Tax.   I was able to transfer everything from the Windows 8 computer and able to install the prior years programs too.  

Yes all you need to transfer into 2025 is the file ending in .tax2024 from the old computer.  So make sure you have that file and know where it is.  It should be in your Documents in a Turbo Tax folder.  Copy the .tax2024 file to a flash drive so you can copy it into the new computer.    And actually you can transfer the .tax2024 file into Windows or Mac desktop programs.  Mac uses the same data file.  

Regarding viewing your return  I say that so if you need to print or look at a prior year without installing that program you can get a copy of the pdf, like to give to someone like a lender etc.  You should be saving each year as the .taxyyyy data file and also as a PDF file when you are done filing.