How to Transfer TurboTax Files from One PC to Another

Oct 2


David Sem

David Sem

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Probably you got a new PC, or maybe you just want to move your tax return to the different computer. The guidance described in this article helps you transfer the TurboTax program from one PC to another along with tax returns, tax files, report, data and all else you require using it as in the old system. You just need to go through the steps in order to transfer it successfully. For any query or assistance, you can contact Intuit customer support online as well.


TurboTax is renowned tax preparation software used to file the tax returns without any hassle. As it is clearly mentioned in the End User License Agreement of TurboTax,How to Transfer TurboTax Files from One PC to Another Articles you can install the TurboTax software on all computers on your own by implementing a few of the steps. If you purchase the new system, you can freely install the TurboTax on your computer. Remember that you need to transfer the tax returns from your old computer to the new one to avoid using it from scratch. For any guide or helpful guide, feel free dial the TurboTax customer service phone number and consult the technical professional to get immediate solutions.

Learn How to Export TurboTax from One Computer to Another:

You can easily and quickly transfer tax files from one system to another; all you need is a CD or the USB flash drive. Try to avoid sending an email of your tax returns for backup. For privacy purposes, you should not use email to transfer your sensitive information. Before you export tax files, you first need to install the TurboTax software on your new computer. The following steps will help you transfer TurboTax easily.

Phase 1 - Installing TurboTax

Before installing the program, make sure that it is the latest and compatible version. To install TurboTax on your new computer, you can follow these steps.

Step 1 – Close all open or running programs on your new PC. It’s also advised you to turn off the antivirus program and firewall temporarily.

Step 2 – Now, insert the TurboTax installation CD into the disc drive of your new system, and then click the ‘Run setup.exe’ option to start installing the program. If you have downloaded the TurboTax online, then double-click the installer to run the installation file.

Step 3 – Click the ‘Next’ button, and then the ‘I Agree’ option to accept the End User License Agreement. Choose the ‘Change’ option, and then find and choose the different folder if you wish to install it any other location.

Step 4 – Deselect the ‘Sure, count me in’ checkbox if you don’t want to send unidentified performance reports. Click the ‘Install’ button to install the program. The process typically takes three to five minutes.

After installing TurboTax successfully, you need to start exporting tax files from your old computer. To do so, you can go to the next phase.

Phase 2 - Transferring Your TurboTax Data

You can follow the below steps to transfer your tax data to the new computer. Here’s how to do:

Step 1 – Open TurboTax program on your old PC, and then access the tax return section. Click the ‘File’ menu, and then select the ‘Save As’ option from the menu.

Step 2 – Choose the destination folder and give a name for the backup in the field labeled as the ‘File Name.’ Click the ‘Save’ button to transfer the tax return and then close the program.

Step 3 – Export the backup to the new PC. If the TurboTax program is already installed on the new computer, then double-click the tax return file to open it in the program. Later on, you can start working on it.

In addition to the TurboTax transportation, you will be able to transfer almost all data, including tax returns, reports, data, e-files and all else you require for it to work just as on the old computer. Though, if you encounter any difficulties during the process, or you’re unable to install TurboTax on your new computer, you must look for the further assistance. You can call on the TurboTax contact number to get the step-by-step guide in order to transfer tax files from one PC to another with no hassles.

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