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HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

Forum|Forum|1 year ago
December 6, 2024
4 replies
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CAN I COPY THE FILE PREPARED BY 2023 TURBOTAX TO THE NEW COMPUTER? WILL THAT BE SUFFICIENT?

Best answer by DoninGA

The 2023 tax data file, which has a file extension of .tax2023 can only be opened by the 2023 TurboTax desktop software.

With the 2024 TurboTax software you can transfer the 2023 tax data when starting a new 2024 tax return. The 2023 tax data file has to be accessible by the 2024 desktop software so it should located on the hard drive of the computer with the 2024 software.

DoninGAAnswer

The 2023 tax data file, which has a file extension of .tax2023 can only be opened by the 2023 TurboTax desktop software.

With the 2024 TurboTax software you can transfer the 2023 tax data when starting a new 2024 tax return. The 2023 tax data file has to be accessible by the 2024 desktop software so it should located on the hard drive of the computer with the 2024 software.

J

jlkahora

Very tragically, my husband, Peter M Kahora died tragically on Feb. 15 after falling during an ice storm resulting in breaking his death and died 6 days later. We always have filed jointly every year. However I have turned this house upside out for our 2023 turbo tax filing. I am unable to find the 23 disk and he left no paper trail of that year. Ive completed my taxes with the 2024 turbo tax software, but it was rejected because I am unable to find the 2023 Annual Gross income from 2023. PLEASE help. Janet L. Kahora. Last 4 of my SS is 1536.

DoninGA

@jlkahora

Go to this IRS website for free federal tax return transcripts - https://www.irs.gov/individuals/get-transcript

For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

VolvoGirl

Do you need to move all the programs or just your returns? Your returns are not in the program but in separate files.

You only need the file ending in .tax2023 to transfer into 2024.

Your tax files end in .tax or .tax2021 or .tax2022 or .tax2023 etc. They should be in your Documents in a Turbo Tax folder. You should also have the pdf files of each year. Or search your computer for all files ending in .tax. Also if you haven't done it, I would open each year in the program and save it as a PDF file, go to File-Save to PDF so you don't need the program installed to view or print your return in the future like to get a mortgage or loan, etc.

What I would do is just 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 best yet is to burn it to a CD or DVD and then you will have a backup of them. Then on the new computer copy the folder (or files) from the flash drive to your Documents folder.

The programs need to be installed from the CD or download them again. You don't need to install them unless you need to amend or open a return. They only support the last 3 years so you might not be able to update older years or download any state programs you need.

After you get the program installed the first thing to do before you open your tax return is to update the program and install any state programs you had. Then open your file. So you first might need to start a fake return to be able to download the state program (go to File-New Tax Return).

Then go to FILE -Open and find your return.

See this article on how to move your tax return to another computer…….

https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-move-my-tax-data-file-to-another-computer/00/26128

K

kevink1982

2023 taxes

CatinaT1

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

S

Schu65

What more do you need to know? Seems like a pretty straight forward question!

Thanks!

J

jlkahora

I need my annual gross income from 2023

VolvoGirl

You need your 2023 AGI to efile 2024. The AGI is on 2023 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse.

How to find the AGI.
https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947

If you didn't file 2023 or filed it later in the year or mailed it, then try entering 0 for the AGI. If that doesn't work you will have to print and mail your return.

Or request a transcript from the IRS
https://www.irs.gov/individuals/get-transcript