Filing on CD after Filing Online Last Year

[andyuru94]

I filed with TurboTax online last year but this year decided to purchase the CD. Unfortunately, the information from last year's return, in order to make it easy to file is not showing up. Does anyone know what to do about that?

[DeanM15]

You need to have last year's .tax file on your computer to make sure that TurboTax Desktop updates and carries forward any figures that need to be updated. 

To download your .tax file, sign in to your TurboTax online account, scroll down on the first page until you get to Your Tax Return and Documents.  Click Show, then 2018, and then click download .tax file.

[cdematteo2]

When I go to download last year's .tax file I get the following error...."The file does not have an app associated with it for performing this action". How to proceed?

[CassLO]

For assistance with this, you can call TurboTax and speak with an agent.  TurboTax customer service/support does not have a single phone number but has many different phone numbers based on the type of platform used.  So that we can direct your call to the best person/department to help you:

1. Click on this link: Contact Us
2. Select your TurboTax platform.  
3. Ask your question / state your problem.  Do NOT use the word "refund' or you will get a phone number for tax refunds.
4. Click Submit.
5. On the next screen, choose the Call option and follow the instructions.  You will be given the approximate wait time.  

You'll get a toll-free number to a TurboTax expert who is specially-trained to handle your particular issue.

"Irene2805 Employee Tax Expert"