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Can I have my 2018 Turbo Tax online tax return merged with my Turbo Tax 2019 Premier disc?

I don't wish to have to type in all the info from my 2018 form into my 2019 form on the Turbo Tax Premier disc.
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Can I have my 2018 Turbo Tax online tax return merged with my Turbo Tax 2019 Premier disc?

You can download your 2018 Online return as a .tax file, then when you start your 2019 return you can transfer your 2018 return into your 2019 return.  

 

How do I save my TurboTax Online return as a tax data file?

Unlike a PDF copy, your tax data file (.tax file) can be opened, read, and edited in the TurboTax CD/Download software. We'll automatically save your 2019 online return in both .tax and PDF formats once you file your return or when TurboTax Online shuts down in mid-October, whichever comes first.

Select your situation below for instructions:

 

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4 Replies

Can I have my 2018 Turbo Tax online tax return merged with my Turbo Tax 2019 Premier disc?

Yes.  Transfer from Online into the Windows Desktop program.   Expand the 3rd blue link

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

 

One way is to start a 2019 Online return and transfer into that.  Then you can download the .tax2019 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 .tax2018 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 your return in the Online version, transfer to that and then continue in the desktop version.  You won't have to pay for Online.   See this…..

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

 

Here's how to transfer last year's return to Windows…..

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

 

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-t...

Can I have my 2018 Turbo Tax online tax return merged with my Turbo Tax 2019 Premier disc?

You can download your 2018 Online return as a .tax file, then when you start your 2019 return you can transfer your 2018 return into your 2019 return.  

 

How do I save my TurboTax Online return as a tax data file?

Unlike a PDF copy, your tax data file (.tax file) can be opened, read, and edited in the TurboTax CD/Download software. We'll automatically save your 2019 online return in both .tax and PDF formats once you file your return or when TurboTax Online shuts down in mid-October, whichever comes first.

Select your situation below for instructions:

 

kay20
New Member

Can I have my 2018 Turbo Tax online tax return merged with my Turbo Tax 2019 Premier disc?

How can I download my turbotax disc

BillM223
Expert Alumni

Can I have my 2018 Turbo Tax online tax return merged with my Turbo Tax 2019 Premier disc?

@kay20

 

Are you saying that you have a TurboTax CD? Then load it into your CD drive and install it on your computer.

 

Otherwise, if you are buying the download software, follow the instructions that you got when you purchased the software.

 

You don't download the TurboTax disc.

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