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kaw
New Member

How do I transfer 2025 information entered online (but not yet filed) into the desktop app?

TurboTax says it should be possible via the "Tools" menu, but it's not showing up for me.
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8 Replies

How do I transfer 2025 information entered online (but not yet filed) into the desktop app?

https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-th...

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
kaw
New Member

How do I transfer 2025 information entered online (but not yet filed) into the desktop app?

Thank you for posting the forum link.  I have tried that, but when I sign in and select the "Continue From TurboTax Online" option, it only tries to pull in the 2024 return, which I don't have.    Is there any way to get 2025 to import?  Based on what I've read, this should be possible, but I haven't gotten it to work, and the TurboTax "expert" who I talked with on the phone did not know or find it either.  Thanks again!

 

How do I transfer 2025 information entered online (but not yet filed) into the desktop app?

@kaw Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Save your 2025 return to your computer

kaw
New Member

How do I transfer 2025 information entered online (but not yet filed) into the desktop app?

Hi, I have seen those instructions as well.  There is no "Save your 2025 return to your computer" option.  I have taken my return online all the way up to the pay for filing page, and it didn't change.  Anything else I can do to get that option to appear?  Thank you!

How do I transfer 2025 information entered online (but not yet filed) into the desktop app?

@kaw You do not see the option to save the 2025 return to your computer in Tools Center?  Are you using the US or the Canadian TurboTax online editions?

 

Tools Cemter 2025.JPG

 

kaw
New Member

How do I transfer 2025 information entered online (but not yet filed) into the desktop app?

Indeed, the 2025 option is not there.   (Transferring last year's return (2024), which is there, is not what I'm looking for.).  I'm using the US online version. 

Screenshot 2026-03-16 at 8.34.11 AM.png

DianeW777
Employee Tax Expert

How do I transfer 2025 information entered online (but not yet filed) into the desktop app?

Please use the link below to transfer your tax return from TurboTax Online to TurboTax Desktop.

@KAW 

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kaw
New Member

How do I transfer 2025 information entered online (but not yet filed) into the desktop app?

Thank you!  I tried that once on my own, and once with the turbotax expert on the phone+screen sharing, and it didn't work.  I'm not sure what changed, but it finally worked and very happy!

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