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January 6, 2024
Question

2022 was prepared by a friend using turbo tax on her device. Can I transfer 2022 info to my PC Windows using desktop version for 2023?

  • January 6, 2024
  • 1 reply
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    1 reply

    Critter-3
    January 6, 2024

    Get the .tax2022 tax file from the friend so the 2023 program can transfer that information.  While you are at it get the PDF from the friend as well.

     

    1. From the File menu in the upper-left corner of TurboTax, choose Save As (Windows) or Save (Mac).
    2. Browse to where you want to save your backup.
      • Tip: If you're saving to a portable device, save it to your computer first to prevent data corruption. Then, after completing Step 4, copy or move the backup file to your device.
    3. In the File name field, enter a name that will distinguish it from the original tax file (for example, add "Backup" or "Copy" to the file name)
    4. Click Save and then close TurboTax.
    5. Restart TurboTax and open the backup copy to make sure it's not corrupted. If you get an error, delete the backup and repeat these steps.

     

     

    AND save it as a PDF so you have access to a copy even if you don’t have the program still installed and operational :

    How do I save my return as a PDF in the TurboTax software for Windows?