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Level 1
posted Mar 25, 2024 6:56:22 AM

How do I import my return from online to desktop that’s in a different account?

I did my return online under my personal account, but haven’t filed it. I had bought the desktop version under my work account a while ago. Is there a way to import my online return to the desktop version even though they’re each associated with two different accounts?

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2 Replies
Level 15
Mar 25, 2024 9:52:44 AM

See the TurboTax Help article How do I switch from TurboTax Online to TurboTax Desktop? for guidance on importing your data onto the desktop version.

Level 15
Mar 25, 2024 9:57:17 AM

Yes just download the online return as a .tax2023 file.

 

You need to install the program on your computer and move your online return to the Desktop program. How to install the CD/Download program with a License Code
https://ttlc.intuit.com/community/tax-topics/help/activating-turbotax-cd-download-software/00/852971


Then you can download the .tax2023 data file without paying for Online and continue in the desktop version.


First save your return as a tax data file from Online
https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-tax-data-file/00/25740


See how to switch to the Desktop program,
https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129


After you get the program installed the first thing to do before you open your tax return is to update the program and install any state programs you had. Then open your file. So you first might need to start a fake return to be able to download the state program (go to FILE - NEW). Enter some basic information, then go to the state tab and download the state program. Then try to open your existing return, go to FILE - OPEN