For 2022 I used standard cd/download version of Turbotax. What version should I use for 2023 to ensure all data of prior years is carried forward

For 2021 I used an Online version- so for 2022 it was a big problem to re-enter baseline demographic data, and no ready comparatives of year/year on line items was available. I want to be sure I buy the cirrect version for 2023 - whether its the cd/ down load OR the online version

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Moderator

Feb 3, 2024 9:57:18 AM

You can't transfer info from TurboTax Online into TurboTax CD/Download, but you can transfer from CD/Download into Online. So if you used CD/Download last year, you can use either version of the software.

If you want to look at forms and worksheets, then you would need to use TurboTax CD/Download.

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For 2022 I used standard cd/download version of Turbotax. What version should I use for 2023 to ensure all data of prior years is carried forward