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I filed using turbo tax website last year and will be filing using a cd this year. How do I get my tax forms over to the cd version ?

 
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I filed using turbo tax website last year and will be filing using a cd this year. How do I get my tax forms over to the cd version ?

Transfer from Online into the Windows Desktop program.   This still has 2019 info but is for 2020 too.

https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-fo...

 

 

You should be able to download the .tax2020 file from Online.  See this to download the .tax data file, the second section on how to get the data file from the prior year.

https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-tax-data-...

 

One way is to start a 2021 Online return and transfer into that.  Then you can download the .tax2021 file from online and just OPEN it in the Desktop program.

 

OR

If you used the online version last year and need to transfer your info to this year's Desktop version there are 2 ways depending on what you have.

 

1.  If you saved the actual .tax2020 file (not just the pdf file) to your computer before online was shut down in Oct. then start a new return  and the very first thing you do is Transfer from .tax file.  You can only transfer at the very beginning.

 

2.  If you didn't save the .tax  file to your computer or lost it,  there is a way to do it by starting a 2021 return in the Online version, transfer to that and then continue in the desktop version.  You won't have to pay for Online.   

 

First transfer into the Online version

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-...

 

Then to switch to the Desktop program

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

AkinaLO
Expert Alumni

I filed using turbo tax website last year and will be filing using a cd this year. How do I get my tax forms over to the cd version ?

To add to VolvoGirl's posted response above, please refer to the following help article for help to transfer your tax info into the TurboTax Desktop version.

Transfer last year's return to 2021 TurboTax for Windows

 

Also, if you find you need further assistance, please don't hesitate to contact TurboTax support for help.

What is the TurboTax phone number? - Intuit 

@Fightfraud

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