Transferring 2023 tax info to 2024 (desktop)

Forum|Forum|1 year ago
January 7, 2025
2 replies
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As I begin my 2024 taxes, TurboTax prompts me to transfer my 2023 tax information. The file they suggest is a file with extension ".tax2023" dated 3/09/2024. However, I actually completed and filed my taxes on 4/10/2024, and that file is saved on my computer as a pdf file. I'm just checking: is the former file the correct file for the transfer into the 2024 program? Thanks for the assurance!

Download & Install

Best answer by DoninGA

The tax data file with the extension of .tax2023 is the correct file for transferring to the 2024 tax return.

DoninGAAnswer

Employee

The tax data file with the extension of .tax2023 is the correct file for transferring to the 2024 tax return.

dapoitras

I am working on a mac and had to update my operating system to load the 2024 home and business advantage program. I will not transfer my 2023 data is this an operating system problem? It says it transferred but no data came across.

CatinaT1

Here is a FAQ: Why am I not able to transfer my previous year .tax file to my 2024 tax return?

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PhatFrancis

Hi,

Were you able to sucessfully transfer your data from 2023 to 2024? If so, can you please share what you did.

Thanks!

JiminWashDCAuthor

I followed the TurboTax prompt to transfer my 2023 tax information. The file they suggested is a file with extension ".tax2023". Transfer was successful.