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How do I upload the Desktop Turbotax file to Online Turbotax?

 
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4 Replies

How do I upload the Desktop Turbotax file to Online Turbotax?

You can only Transfer a  2021 Desktop return into the Online version.  Is that what you're trying to do?  You can't move a current year Desktop return to Online.

 

You can Transfer the prior year from the Desktop program into the current Online versions.  You need to have the file ending in .tax2021 on your computer.  So be sure you know where it is.  But if you already started an online return you will have to clear it out and start over or set up a new online account.  How to clear and start over

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-onli...

 

How to transfer into the Online version, expand the link if you used the CD/download last year........

https://ttlc.intuit.com/questions/1900883-how-do-i-transfer-last-year-s-return-in-turbotax-online

 

And How to switch from Desktop to Online

https://ttlc.intuit.com/community/tax-topics/help/how-do-i-switch-from-turbotax-cd-download-to-turbo...

 

If you used the Desktop program before you may not like the Online version.  It has less features and no Forms Mode.  All the Online versions do not have the same forms so you may need to upgrade to a higher version.  You can only do 1 return.  Your return is only saved online so be sure to save both the .tax2022 data file and the pdf file to your computer when you are done.  In case you need to amend in the future or if you need a copy to get a loan or something.  You might not be able to access your online return when you need a copy.

How do I upload the Desktop Turbotax file to Online Turbotax?

Thanks for your reply. I file my 2022 returns and received the refunds too. I was trying to upload 2022 file to Online version so that I can continue filing for FY2023 (in 2024) using online version. 

I will reconsider this decision given the benefits you highlighted of the Desktop version. 

How do I upload the Desktop Turbotax file to Online Turbotax?

So yes you can transfer your 2022 into the online version next year.  But not until Online opens in November.  You will need to have the file ending in .tax2022 on your computer.  So be sure to keep track of it and make a backup.  

How do I upload the Desktop Turbotax file to Online Turbotax?

The ONLINE versions for the next tax year usually open up in early December ... so when the 2023 online program opens up in December 2023 then you can TRANSFER the 2022   .taxfile information at that time.  

 

You cannot tranfer the 2022 .taxfile  into the online 2022 program  ... but it can be done in the reverse. 

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