To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Start the 2024 online tax return by entering some personal information then click on Tax Home on the left side of the screen.
On the Tax Home webpage -
Scroll down to the section Your tax returns & documents. Click on the Year 2023 and Click on Download .tax file
In my Windows Desktop program when you start a new return (go up to File-New Tax Return) There is a blue button to Continue from TurboTax Online.
See How to switch from Online to Desktop
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-product-orders/switch-turbotax-online-turbotax-cd-download/L8oxEJNu5_US_en_US?uid=m65i18di
I wrote up some new steps and made a screenshot.
In my Windows Desktop program, there is a new way to Transfer directly from last year's Online return.
Go up to File - New Tax Return
If you get a box listing current returns, under the box click on Start a New Return
That will bring up your 2023 returns if you have any on your computer
There will be a blue button to Import From TurboTax Online
When I follow the steps that you suggest, I can't find the files when I browse because these files are not saved on my computer. In 2023 I used an on-line version.
When I sign up on-line, I can see my filings from 2023, but they are all in pdf format.
Is there another way to bring my 2023 info from the web-filed version to the desktop version that I bought from costco?
I follow your steps, but at the end, when I am on the Tax Home webpage, and scroll down, I can't see the section Your tax returns & documents.
@ystepanyan wrote:
When I follow the steps that you suggest, I can't find the files when I browse because these files are not saved on my computer. In 2023 I used an on-line version.
When I sign up on-line, I can see my filings from 2023, but they are all in pdf format.
Is there another way to bring my 2023 info from the web-filed version to the desktop version that I bought from costco?
To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Start the 2024 online tax return by entering some personal information then click on Tax Home on the left side of the screen.
On the Tax Home webpage -
Scroll down to the section Your tax returns & documents. Click on the Year 2023 and Click on Download .tax file
I have followed this too. However, when I reach the Tax Home webpage and scroll down, I can't see any section named Your tax returns & documents.
@ystepanyan If you completed the 2023 online tax return, then when you open the Your tax returns & documents and select 2023 you should see what is shown in this screenshot (the shot was an example for 2022 and amending but you should see all of the links listed for a 2023 tax return)