Skip to main content
February 27, 2025
Question

accessing 2023 info on a new laptop

  • February 27, 2025
  • 1 reply
  • 0 views

how do I get 2023 information in turbo tax 2024 from old desktop to new laptop?

 

1 reply

February 27, 2025

If you saved last year's return to your Windows computer as a tax data file, you can find it by following these instructions:

 

  1. Select the Start menu and select search or use Cortana search if you're using Windows 10.
  2. Search for *.tax2023 (or whichever year you are searching for, *.tax2022,*.tax2021, etc.).
    • Don't double-click the tax file in the search results to open it, as this can cause errors.
  3. In the left pane of the search results, select the > symbol next to the .tax file you're searching for. This will bring up information about this file in the right pane.
  4. In the right pane, select Open file location. By default, TurboTax saves tax files in the My Documents TurboTax folder.
  5. Copy the file to a portable drive or upload to a cloud file storage site.
  6. Download the file you saved on your new computer and save it.  
  7. Navigate to the location where you save the file in TurboTax 2024 when you start your return in order to roll it over.  
**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"