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2020 Tax Data File for 2021 Tax filing

I filed my 2020 taxes on-line using TURBOTAX ONLINE PREMIER TAX YEAR 2020 PREP.

 

This year I am using TURBOTAX DESKTOP DELUXE TAX YEAR 2021 WIN W/STATE DOWNLOAD RTL PURCH.

 

How do I get my 2020 Tax Data File from the online version to my desktop version for 2021?

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2020 Tax Data File for 2021 Tax filing

You need to start entering some basic Personal Info in 2021 for the side menu to open up. Just continue a little ways into 2021.

 

How to access prior online returns

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/270...

 

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2020 Tax Data File for 2021 Tax filing

You can download the 2020 tax data file from the online edition to your computer so that you can transfer the 2020 tax data to the 2021 tax return.

 

To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the section Your tax returns & documents.  Click on the Year and Click on Download .tax file

2020 Tax Data File for 2021 Tax filing

Transfer from Online into the Windows Desktop program.   This still has 2019 info but is for 2020 too.

https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-fo...

 

 

You should be able to download the .tax2020 file from Online.  See this to download the .tax data file, the second section on how to get the data file from the prior year.

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

 

One way is to start a 2021 Online return and transfer into that.  Then you can download the .tax2021 file from online and just OPEN it in the Desktop program.

 

OR

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 .tax2020 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.

 

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 2021 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-...

 

Then to switch to the Desktop program

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

2020 Tax Data File for 2021 Tax filing

Thank you for your response.  When I open myturbotax.intuit.com/  I do not see Your Tax Returns & Documents.  Where is it on the screen?

 

All I see on the left is 

turbotax

intuit account

sign out

2020 Tax Data File for 2021 Tax filing

You need to start entering some basic Personal Info in 2021 for the side menu to open up. Just continue a little ways into 2021.

 

How to access prior online returns

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/270...

 

2020 Tax Data File for 2021 Tax filing

Thank you for your assistance.  This worked.

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