@ mnfish wrote:
as I recall, I also filed with the desktop version for 2019 and 2020.
I made an attempt but was unsuccessful. I was able to import my Broker 1099 but I don't see an option for importing my 2020 TT file. Can you help?
Edited 3/16/2022 at 3:32 AM Pacific
I added this additional paragraph since on re-reading the thread I'm being confused by several things here. Your thread title says you "filed offline" (past tense) and mentioned "in 2021." Is 2021 referring to a current tax year 2021 return (in 2022) that people are now preparing, or by "in 2021" does that mean a 2020 return you prepared in calendar year 2021 last year?
i.e., Have you already filed a tax year 2021 return that you prepared this year in desktop software? If you have already filed a tax year 2021 return, why are you asking about "importing the 2020" file? Since that doesn't gel, I'll assume for the rest of this answer that you haven't yet actually filed/submitted/efiled a tax year 2021 return since you are asking about "importing 2020." You'll need to provide more info to clear things up.
BTW, when moving data from the prior tax year into the subsequent year's return, it's called "transferring", not "importing."
NOTE: If you have already filed/efiled/submitted a tax year 2021 return, the following will NOT apply. You cannot transfer a 2020 data file into an already-filed return.
If your current 2021 return is still in preparation, however, then the following info may help.
You have to be certain how you prepared last year's 2020 return in order to know where to look to get the 2020 data file. If you used Online TurboTax for the 2020 return, you can download the *.tax2020 data file from your online account to transfer into a 2021 desktop return. If you did use the online version, we can help you locate it.
If you used 2020 desktop software, however, then YOU are the only one who could have saved a copy of the *.tax2020 data file. If that's the product you used last year, then you first have to find that file. Search your entire computer and any external storage for any file ending in the *.tax2020 file extension, and we can tell you how to transfer it into a 2021 return.
NOTE: You can only transfer the 2020 data file into a NEW 2021 return; the file is transferred at the beginning as the first step. So once you have the *.tax2020 data file, if you are already working on a 2021 return, you'd have to start over with a new return in order to transfer-in the *.tax2020 data file.
