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H
hkcpa
December 5, 2024
Question

TURBO TAX 2024 FILES NOT TRANSFERRING FROM 2023

  • December 5, 2024
  • 2 replies
  • 0 views

TURBO TAX 2024 FILES NOT TRANSFERRING FROM 2023

 

I do tax returns for free for friends.

 

I got 2 files to transfer from 2023, but the rest will not transfer from 2023 to 2024.

I get a message that the "file is being read", but after that the file does not open up.

 

When I start the program, there is a message to RESTART THE COMPUTER, but, as I have done that many times, the files still will not transfer.

 

This needs a solution.

 

2 replies

M
mglauner
January 13, 2025

When you choose 'Transfer' if the file does not transfer automatically, click on 'Choose File'.

 

A window opens where you can find the .tax2023 file on the computer, then click 'Open' at the bottom of the window.

 

Here's more info on Transferring a Prior Year Return.

 

 

A
andy777
January 31, 2025

When using the Browse feature and selecting my *.tax2023 file, the Open option is greyed out.  If I select the backup *.pdf file, the Open option is highlighted.  I do not want to use the PDF backup but the real *.tax2023 file.

    CatinaT1
    CatinaT1
    January 31, 2025

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

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
      F
      fiedler
      Employee
      January 31, 2025

      I had a similar problem. It would import, but it would corrupt the data in the *.tax2023 file.

      This worked for me:

      Install TurboTax 2023.

      Open the 2023 program and let it update. Apparently there were some last-minute bug fixes.

      Open the *.tax2023 files in TT2023 and compare the numbers to the saved pdf version or your 2023 W-2s.

      Check to make sure the numbers are correct. If the refund/payment amount matches exactly, your data is probably OK. Edit if needed.

      Save the *.tax2023 file and close the 2023 program.

      Open TT 2024.

      Start a new return instead of using an old one. The old 2024 may be corrupted.

      Try to import *.tax2023 again.

      Note: importing 2023 data is a one-way street. Once it is in 2024 it can't be changed. 

       

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