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1040 - Transfer a Return to Another Software Installation
10 months ago
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This article demonstrates how to transfer a tax return to another software install. Use Transfer Return to copy a tax return to a different installation. When you transfer a tax return, you back up a copy of the tax return and restore it on another computer. To transfer the return, you’ll need to have access to portable media. |
Portable media can include USB drives and writable CD/DVD. The transfer file can also be sent via email (subject to attachment file size limitations) or saved to FTP/cloud storage.
Follow the instructions below to successfully transfer a return to another software installation:
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6. Click OK and the software copies the tax return to the location you selected.🖐 Note:
You can add more returns to the same .xf file by following steps 1-3, then clicking Append to add the return(s) to the existing file. Clicking Replace will overwrite the existing data with the last return being transferred.
Step 2: Restore the return
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6. Double-click the return you want to open.
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