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.
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:
Yes. Transfer from Online into the Windows Desktop program. Expand the 3rd blue link
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…..
Here's how to transfer last year's return to Windows…..
How to transfer into Turbo Tax for Mac
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.
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:
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.