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cempie
Returning Member

Anyone have trouble with uploading a 2020 .tax file or 2020 .pdf file from desktop to the online version for 2021?

Mac operating system can't be upgraded to use the desktop version for 2021, so I'm forced to use the online version.  It is unable to upload the PDF from 2020, and doesn't offer an option for using the .tax file from 2020.  Anyone else having this issue?
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6 Replies
CarissaM
Intuit Alumni

Anyone have trouble with uploading a 2020 .tax file or 2020 .pdf file from desktop to the online version for 2021?

Did you file a 1040-SR last year?

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cempie
Returning Member

Anyone have trouble with uploading a 2020 .tax file or 2020 .pdf file from desktop to the online version for 2021?

Yes, I filed a 1040-SR in 2020.

CarissaM
Intuit Alumni

Anyone have trouble with uploading a 2020 .tax file or 2020 .pdf file from desktop to the online version for 2021?

The 1040-S does not import into Turbo Tax, as stated here

 

You would need to manually enter in all your information to file the current year return. 

 

Please let us know if we can assist you further. 

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Anyone have trouble with uploading a 2020 .tax file or 2020 .pdf file from desktop to the online version for 2021?

@CarissaM   That link says to Transfer into Windows Desktop.  I assume it would be the same for Online?   And what about transferring from a .tax2020 1040SR file.  Would the SR mess that up too?

CarissaM
Intuit Alumni

Anyone have trouble with uploading a 2020 .tax file or 2020 .pdf file from desktop to the online version for 2021?

@VolvoGirl Yes the SR version will not allow it to import into online or desktop. 

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Anyone have trouble with uploading a 2020 .tax file or 2020 .pdf file from desktop to the online version for 2021?

Oh and it's not because it's a SR pdf.  No Desktop pdf can transfer to online.

 

You won't be able to transfer a PDF from the Turbo Tax Desktop program,  it must be a tax data file with a filename extension .tax2020.

 

You will need to have the .tax2020 file on your computer.  If you used the Desktop program last year here’s How to transfer into the Online version, expand the blue link if you used the CD/download last year........

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

 

If you already started an online return you will have to clear it and start over to transfer.  How to clear and start over

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-onli...

 

If you used the Desktop program before you may not like the online version.  It has less features and no Forms Mode.  You can only do 1 return.  Your return is only saved online so be sure to save both the .tax2021 data file and the pdf file to your computer when you are done.  In case you need to amend in the future or if you need a copy to get a loan or something.  You might not be able to access your online return when you need a copy.

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