topic I’m unhappy with the online version and wish to switch back to the desktop version. Can I get a credit from my online purchase against the purchase of a desktop product? in Get your taxes done using TurboTax

I’m unhappy with the online version and wish to switch back to the desktop version. Can I get a credit from my online purchase against the purchase of a desktop product?

jhaynes999 — Mon, 16 Feb 2026 11:39:47 GMT

Re: I’m unhappy with the online version and wish to switch back to the desktop version. Can I get...

JohnB5677 — Mon, 16 Feb 2026 12:03:03 GMT

No, if you haven't filed in the Online version, you will not be charged anything, so there's nothing to credit.

You can take the information you have and Switch from TurboTax Online to TurboTax Desktop?

You can Clear and Start Over to remove your data.

Sign into TurboTax.

You may have to bring up the additional options on the left sidebar
1. On the center panel select Personal Info [Continue]
2. This will bring up additional options on the left sidebar.
On the left sidebar at the bottom
Select the Switch Products drop down arrow.

Re: I’m unhappy with the online version and wish to switch back to the desktop version. Can I get...

steve41a — Wed, 04 Mar 2026 17:39:09 GMT

I like your solution better than the one I got from Turbotax Help. I have Deluxe Plus State. It appears Intuit wants to sell an upgrade to desktop to people of purchased the online version.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-product-orders/switch-turbotax-online-turbotax-cd-download/L8oxEJNu5_US_en_US

Re: I’m unhappy with the online version and wish to switch back to the desktop version. Can I get...

steve41a — Wed, 04 Mar 2026 17:42:11 GMT

I like your solution better than the one I got from Turbotax Help. I have Deluxe Plus State. It appears Intuit wants to sell an upgrade to desktop to people who purchased the online version.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-product-orders/switch-turbotax-on...

Re: I’m unhappy with the online version and wish to switch back to the desktop version. Can I get...

Guyle — Wed, 04 Mar 2026 20:04:01 GMT

Hi folks love the product, but I wanted to try online version in case I was away from home, I did that and learned that online only allows one return per account. So I needed to revert back to my desktop version, Found this related thread, but did not see the details on how to really do that. It really is simple (for me) and wanted to share here for future reference by others (and I could not find same info anywhere else). I had not started a new return via online yet. I am an advanced user and typically complete 2 or 3 family returns each year.

My downloaded desktop (win11) version was still available, I closed all of my confusing? "online" windows and opened my TT desktop icon, a popup asked if I wanted to transfer to "online", I said no, and ticked the "do not show me this again". Old and in progress returns were there to greet me! Help agent said no worries about any residual "online" fingerprints.

Re: I’m unhappy with the online version and wish to switch back to the desktop version. Can I get...

Cindy62707 — Fri, 10 Apr 2026 00:02:31 GMT

I use the desktop version too but couldn't get TT to download all the 1099-B's. And the desktop version can not download a pdf file (and entering the "summary" of the 1099-B manually makes you physically mail a copy of the 1099-B to the IRS). So I started an online file, imported my 2024's but it too could not find all the 1099-B's. So I saved a pdf file from my bank and then allowed the online version to upload it. I had to clean it up some as for some reason, while it moved over every transaction, it left the stock/bond name off some of the transactions. I went through and added the names, closed and saved it. Then went back to my desktop and started a new file by clicking the box that said something about continuing from the online file. Now I didn't have a whole lot in the first desktop file I had started because all I did was import my 2024 and went straight to the importing data from my financial institution so I didn't have to redo a whole lot of work. However, if I had followed their step by step I would have to reenter all my business info and retirement income all over again. So lesson noted.

TT desktop needs to allow downloading pdf files like the online version and I would not have had to jump through all those hoops! And it is not right with the price TT charges more for the online version ($140 online) versus ($95 at Sam's Club for the H&B version) that they limit it to only one person instead of 5 returns so you can do your own return and that of your kids who need one too!!!

Re: I’m unhappy with the online version and wish to switch back to the desktop version. Can I get...

MarilynG1 — Sat, 11 Apr 2026 02:02:40 GMT

If you only imported your PDF stock transactions into TurboTax Online, and downloaded that file to your computer, you didn't have to pay for TurboTax Online.

In the left-side menu, go to Tax Tools > Tools and select 'Save your 2025 return to your computer' from the Tools Center pop-up menu. This puts the tax file into your Downloads. You would have to start a new return in Desktop, and transfer in this file to continue in Desktop.

If you somehow ended up paying for both programs, here's info on Requesting a Refund.

@Cindy62707