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Solved: Turbo Tax 2009 - Data Transfer from old computer

Discussion in 'Business Applications' started by Marketmotor, Mar 19, 2010.

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  1. Marketmotor

    Marketmotor Thread Starter

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    Feb 7, 2008
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    I want to install Turbo Tax 2009 on my new computer. (The operating system is Windows 7 - no problems with this.) I last used Turbo Tax 2008 on my old computer and want to be able to transfer the files that will automatically tell Turbo Tax 2009 my name, last year's taxes, etc. Can anyone tell me where to look and what to copy onto a thumb-drive for this process?
     
  2. Marketmotor

    Marketmotor Thread Starter

    Joined:
    Feb 7, 2008
    Messages:
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    I solved my own problem. TurboTax has a feature that makes transferring older files from one computer to the next difficult. Just copying the TurboTax2008 files to a thumb-drive and moving them to the new computer did not work. The new TurboTax2009 did not recognize them. Here's what I did. I installed 2008 on my new computer and opened that year's returns by using the files on the thumb-drive. After opening each return, I saved it so it would place them on the new computer where TurboTax2009 would go to look for them later.

    I then opened TurboTax2009 and opened a new return. At that point it is blank and prompts you to make a choice to transfer last year's files. On the lower end of the window it has in blue "find a tax file". Click on this and TurboTax will automatically find last year's files. Highlite one and click on it and it will transfer the file. You have to save each one and do the next the same way starting with "open a new return".
     
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