Thanks much, much it looks like although you can go from online to desktop, you cannot take the current year you have started in desktop and go to online. Note to self for next year!

VolvoGirl

Level 15

You can transfer from 2022 Online into the Desktop program to start 2023. But you would have to start over in a new Desktop return. Go up to File-New.

If you used the online version last year and need to transfer your info to this year's Desktop version there are 2 ways depending on what you have.

1. If you saved the actual .tax2022 file (not just the pdf file) to your computer before online was shut down in Oct. then start a new return and the very first thing you do is Transfer from .tax file. You can only transfer at the very beginning. You should be able to download the .tax file from Online. See this to download the .tax data file, the second section - I need my tax data file so I can amend. Then the last section If you still want to download your .tax file

https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-tax-data-file/00/25740

2. If you didn't save the .tax file to your computer or lost it, there is a way to do it by starting a new current return in the Online version, transfer to that and then continue in the desktop version. You won't have to pay for Online.

First transfer into the Online version

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953

Then to switch to the Desktop program

https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129

Here's how to transfer last year's return to Windows Desktop program

https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-for-windows/00/26145

How to transfer into Turbo Tax for Mac

https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-transfer-last-year-s-return-into-the-turbotax-for-mac-software/00/26062

flossy

Level 2

I have made two calls and read through numerous articles and have discovered, although the helpline says it is possible to convert from desktop to online, it cannot be accomplished. I am trying to complete my 93 year old mother's taxes. She lives a distance from me and it would be so much easier to finish her taxes on my laptop from home instead of her desktop. Tax season is frustrating enough without a program I paid for making it harder.

RobertB4444

Level 15

You can install your desktop program on up to 5 computers with the license you purchased. If you put it on your laptop you can even move the file you've already started from her desktop and finish it on your laptop no problem.

@flossy

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