To save your TurboTax Online return as a tax data file so you can retrieve it in TurboTax CD\Download:
- Sign in and open or continue your return.
- Select Tax Tools and then Tools from the left menu (on mobile devices, tap in the upper-left corner to open the menu).
- In the Tools Center pop-up, select Save your 2019 return to your computer.
- The file will download with the name taxReturn.tax2019.
- (Optional) Locate the downloaded file and change the default filename to something more recognizable, for example JohnDoeTaxReturn.tax2019 (just make sure you don't change the filename extension to the right of the dot).
Your online return is now saved in a format can be opened in the TurboTax software.
To open your tax return in the TurboTax software you installed, launch TurboTax CD\Download and,
- Click Continue under the return you want to open, or
- Select Open Tax Return from the File menu (Windows) or TurboTax menu (Mac), browse to the location of your .tax or tax data file (not the PDF), select it, and then click Open.
Please note that you'll need to use the same tax-year TurboTax program to open your tax file. For example, use TurboTax 2019 to open your 2019 return, not your 2018 or 2017 return.
Source 1 and Source 2: TurboTax FAQ's
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