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New Member
posted Mar 20, 2021 11:21:13 AM

Can I open a saved .tax2020 file in Turbotax Online?

I thought I had to open a new account when I switched from desktop to online this year. My ItsDeductible file is in the original account and I would like to upload it to my 2020 return. I am back in my original account and wish to upload my 2020 saved file.

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5 Replies
Intuit Alumni
Mar 22, 2021 6:41:40 PM

If you are having issues and need assistance, please contact customer support. Please see the Customer Support phone number here. If you would like to reach out through our website, please see the TurboTax FAQ below for contact information: https://support.turbotax.intuit.com/contact/

New Member
Mar 23, 2021 8:46:46 AM

I had already contacted the Help Desk before the response appeared.  The agent provided the answer to my question after researching his resources.

Thanks. 

New Member
May 10, 2021 7:06:09 PM

Can anyone please share the solution? I have a saved .tax2020 file (current year) that I would like to upload to TurboTax Online and work on.

New Member
Aug 17, 2022 10:51:56 PM

How did you resolve the issue?

New Member
Aug 17, 2022 10:55:58 PM

Found a useful thread in the forum: https://ttlc.intuit.com/community/taxes/discussion/can-i-transfer-online-turbotax-in-process-to-desktop-cd-version-didn-t-pay-for-online-yet-thanks/00/558114

 

You sure can, and here's how

  1. Go to turbotax.com and log in to the account you already started a return in.
  2. In TurboTax Online, My Account, then click Tools, and then select Save your 2016 return to your computer.
  3. Browse to where you can easily find the saved file, such as your Desktop.
  4. (Optional) Change the default name to something more meaningful, for example J Doe 2016 Tax Return.
  5. Click Save.

Now, open the .tax2016 file in TurboTax for Windows:

  1. Open your TurboTax 2016 program.
  2. From the File menu, select Open Tax Return.
  3. Browse to where you saved the .tax2016 file, and then click Open.
  4. (Optional) Review, edit, or delete the info that transferred over.

Notice: If you have dependents, you'll need to revisit the dependent topic to ensure their info transferred correctly.  You can revisit this by going to the Personal Info tab and clicking on You & Your Family.