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Level 2
September 8, 2019
Question

downloading from cd

  • September 8, 2019
  • 3 replies
  • 1 view

I decided last year to do my taxes from buying the cd and downloading which was a big mistake because I wasn't able to connect it with all the years past that I did it online.  Now, I downloaded the cd and they cant find me in the system from last year.  I don't want to have to put all of the information in again.  What should I do.

    3 replies

    Level 15
    September 8, 2019

    @ tpratorius wrote:

    I decided last year to do my taxes from buying the cd and downloading which was a big mistake because I wasn't able to connect it with all the years past that I did it online.  Now, I downloaded the cd and they cant find me in the system from last year.  I don't want to have to put all of the information in again.  What should I do.


    Last year you could have downloaded  your prior *.taxYYYY data file from your online account, and transferred it into your desktop software, so that you wouldn't have lost continuity with the data.   You didn't need to enter the data from scratch.   We could have told you how to transfer the data from a prior online return to a desktop return.

     

    Are you getting ready to prepare a 2018 return in desktop software installed on your computer?    If you prepared your 2017 return in desktop software last year, you can transfer the *.tax2017 data file into your 2018 return.     Do you have the *.tax2017 data file from last year?

     

    Are you using a Mac or PC?

     

    "they cant find me in the system from last year."

    Are you referring to your Online account?   If you prepared the 2017 return in desktop software last year, it will not be in an online account--it would only be on your computer or wherever you archived it.   As I asked above, do you have the *.tax2017 data file you prepared last year?

     

    Or are you saying when you log into your online account, you can't find any evidence of any prior online returns at all; i.e, prior to 2017?   If that's the case, we can tell you how to look for multiple accounts, but the online account won't have the *.tax2017 data file if it was prepared in desktop software last year.

    Level 2
    September 8, 2019

    That is very upsetting to me because I tried everything in my power to transfer it.  I did file 2017 on a PC but not the same PC that I am on now.  I even did my brothers taxes last year and it wouldn't let me download his previous years.

    macuser_22
    Alumni - Champ
    Alumni - Champ
    September 8, 2019

    @tpratorius wrote:

    That is very upsetting to me because I tried everything in my power to transfer it.  I did file 2017 on a PC but not the same PC that I am on now.  I even did my brothers taxes last year and it wouldn't let me download his previous years.


    If you used the desktop version and not the online versions then TurboTax would not have the tax file since it only exist on the PC that you filed from.    That PC should have a xxx.tax2017 tax data file (where xxx is the name of the tax file) that can be opened with the 2017 software. (You should have made a pdf copy of the tax returns for future viewing.)   Your TurboTax account would only have previous tax returns that were filed online and each that return requires a different account with it's own login and password.

    **Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
    Level 2
    March 4, 2021

    I can't get my cd to download

    Level 2
    March 4, 2021

    My cd will not download still

    Level 2
    May 17, 2021

    I am inserting the CD I bought for Home and Business TurboTax, hoping to start and finish my taxes before the deadline tonight. The CD will not download. The message is that "Windows is updating. Do you want to exit or wait?" If I wait, I have been waiting for the last 4 hours. If I exit, I cannot do my taxes. Where is the glitch? If I go onto TurboTaxHelp.com, I have to purchase a new edition for $96. Nowhere from the prompts of the CD does it ask me for my license code, so I can't show my ownership. I am unable to download as well. HELP!

    Level 15
    May 17, 2021

    @earlmt wrote:

    I am inserting the CD I bought for Home and Business TurboTax, hoping to start and finish my taxes before the deadline tonight. The CD will not download. The message is that "Windows is updating. Do you want to exit or wait?" If I wait, I have been waiting for the last 4 hours. If I exit, I cannot do my taxes. Where is the glitch? If I go onto TurboTaxHelp.com, I have to purchase a new edition for $96. Nowhere from the prompts of the CD does it ask me for my license code, so I can't show my ownership. I am unable to download as well. HELP!


    I don't know what "turbotaxhelp.com" is, so I'd be wary of it.  And the price is suspicious, so I'd shy away from that site since it might not be legitimate.  Is that something you found through an Internet search?

     

    It sounds like Windows Update installer is running in the background or stuck, preventing you from installing the CD.  I'm not a Windows expert, so I don't know what you need to do to stop it.   In any case, here's how to reach TurboTax Customer Support so they can help you in realtime with your issues:

     

    Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern) 7 days/week.

     

    You can use this contact form to get a phone number, or it may schedule a callback.
    https://support.turbotax.intuit.com/contact