Can I transfer 2018 Online Turbo Tax to 2018 Home and Business 2018 on my computer so I can use form IRS form 982?

[AnthonyC · Accepted solution]

Yes, you can transfer your online return into the desktop program if you need to finish your return using the desktop software.  Follow the steps below -

1. Log into your TurboTax Online Account and select Take Me to My Return
2. Click on Tax Tools from the menu on the left-side of the screen and select Tools from the dropdown menu
3. In the popup window Tools Center, click on Save your 2018 return to your Computer (try to save to an easy-to-find location such as My Documents or Desktop)
4. This will download a .tax2018 file to your computer - make note of where that file is saved to on your computer
5. Sign out of TurboTax Online and, if you haven’t already purchased the software via download or a CD, then click here to purchase the software.
6. Install TurboTax 2018 CD/Download. Windows | Mac
7. Important:  If you Online return already contains one or more states, you must install those states in your desktop program also; otherwise, you will receive errors when you attempt to open your return
8. Once installed, choose File > Open Tax Return.
9. Browse to where you saved the .tax2018 file in step 3, select it, and then click Open.
10. Choose File > Save.
11. (Optional) Once you are satisfied that your online returns transferred over properly, you can clear your Online return.  Note:  This will remove your data online, so I would recommend waiting until you have at least filed your return before clearing any online data, but the choice is yours.