Converting Your Tax Return Files from PC to Mac

Are you upgrading to a new Mac and wondering how to transfer your tax return files from your old PC? You're not alone! Converting your tax return files can be a daunting task, but with the right steps, you can successfully make the transition.

First things first, it's essential to save your tax returns as PDF files. This will ensure that you have a backup of your files and can access them even if something goes wrong during the conversion process. To do this, simply open each year's tax return file and select 'Save-as' or 'Export' and choose the PDF format.

Next, you'll need to transfer your tax returns to your new Mac computer. One way to do this is by copying the folder containing your tax returns from the flash drive to your Documents folder on your Mac. You can then copy that folder back onto a flash drive or burn it to a CD/DVD for added backup.

If you're using Turbo Tax, you may also need to convert your files before transferring them to your Mac. To do this, open your Turbo Tax software on your old PC and select 'Save-to-PDF' during the filing process. This will allow you to save your tax return in a format that can be read by any system.

Once you've transferred your files to your Mac, you'll need to convert them to a format compatible with your new computer. One option is to use Quicken for Mac software, which allows you to import tax returns from Windows. To do this, follow these steps:

1. Open your new Quicken for Mac software on your Mac computer and select 'Start from a Quicken Windows file'.

2. Select the year's tax return file that you want to convert and follow the prompts to complete the conversion process.

After converting your files, you can begin using them with your new Mac computer. Keep in mind that if you need to amend previous years' tax returns, you may still need to use the original Windows software.

By following these steps, you can successfully convert your PC tax return files to Mac format and ensure that you have a backup of your important financial information.

How to convert pc files to mac