If you need to transfer your info from the free online version to the CD/Desktop version you purchased you can:
Transfer your online return into the desktop program if you prefer to finish your return using the desktop software or need to transfer for troubleshooting. Follow the steps below -
- Log into your TurboTax Online Account and select Take Me to My Return
- Click on Tax Tools from the menu on the left side of the screen and select Tools from the dropdown menu
- In the popup window Tools Center, click on Save your 2018 return to your Computer (try to save to an easy-to-find location such as My Documents or Desktop)
- This will download a .tax2018 file to your computer - make note of where that file is saved to on your computer
- Sign out of TurboTax Online and, if you haven’t already purchased the software via download or a CD, then click here to purchase the software.
- Install TurboTax 2018 CD/Download. Windows | Mac
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Important: If your Online return already contains one or more states, you must install those states in your desktop program also; otherwise, you will receive errors when you attempt to open your return
- Once installed, choose File > Open Tax Return.
- Browse to where you saved the .tax2018 file in step 3, select it, and then click Open.
- Choose File > Save.
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(Optional) Once you are satisfied that your online returns transferred over properly, you can clear your Online return. Note: This will remove your data online, so I would recommend waiting until you have at least filed your return before clearing any online data, but the choice is yours.
