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KB1020
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I started filing online then bought product how can I import all data?

 
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I started filing online then bought product how can I import all data?

How do I switch from TurboTax Online to TurboTax CD/Download?

 

Follow these instructions to switch from TurboTax CD/Download to TurboTax Online.

 

If you started your 2021 return in TurboTax Online and want to switch to TurboTax CD/Download, here's how.

  1. Save your online return as a tax data file.
  2. Sign out of TurboTax Online.
  3. Install your 2021 TurboTax CD/Download.
    • If you have not purchased TurboTax Desktop software, select the product you need to complete your return.
    • Important: If your return includes a state, make sure you also install the corresponding state program(s), otherwise you'll get Error 539.
  4. Once installed, choose File then Open Tax Return in the software.
  5. Browse to where you saved your .tax2021 file, select it, and then select Open.
  6. If you get an error, delete your tax data file and repeat these steps from the beginning.
  7. Optional: Once you've confirmed that your online return opens properly in the software, you can clear your online return.

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

View solution in original post

I started filing online then bought product how can I import all data?

How do I switch from TurboTax Online to TurboTax CD/Download?

 

Follow these instructions to switch from TurboTax CD/Download to TurboTax Online.

 

If you started your 2021 return in TurboTax Online and want to switch to TurboTax CD/Download, here's how.

  1. Save your online return as a tax data file.
  2. Sign out of TurboTax Online.
  3. Install your 2021 TurboTax CD/Download.
    • If you have not purchased TurboTax Desktop software, select the product you need to complete your return.
    • Important: If your return includes a state, make sure you also install the corresponding state program(s), otherwise you'll get Error 539.
  4. Once installed, choose File then Open Tax Return in the software.
  5. Browse to where you saved your .tax2021 file, select it, and then select Open.
  6. If you get an error, delete your tax data file and repeat these steps from the beginning.
  7. Optional: Once you've confirmed that your online return opens properly in the software, you can clear your online return.

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

View solution in original post

3 Replies

I started filing online then bought product how can I import all data?

How do I switch from TurboTax Online to TurboTax CD/Download?

 

Follow these instructions to switch from TurboTax CD/Download to TurboTax Online.

 

If you started your 2021 return in TurboTax Online and want to switch to TurboTax CD/Download, here's how.

  1. Save your online return as a tax data file.
  2. Sign out of TurboTax Online.
  3. Install your 2021 TurboTax CD/Download.
    • If you have not purchased TurboTax Desktop software, select the product you need to complete your return.
    • Important: If your return includes a state, make sure you also install the corresponding state program(s), otherwise you'll get Error 539.
  4. Once installed, choose File then Open Tax Return in the software.
  5. Browse to where you saved your .tax2021 file, select it, and then select Open.
  6. If you get an error, delete your tax data file and repeat these steps from the beginning.
  7. Optional: Once you've confirmed that your online return opens properly in the software, you can clear your online return.

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

HelenC12
Expert Alumni

I started filing online then bought product how can I import all data?

Please see How do I save my TurboTax Online return as a tax data file? then select I want to download my 2021 .tax file to continue my return in the TurboTax CD\Download software.

 

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I started filing online then bought product how can I import all data?

How do I switch from TurboTax Online to TurboTax CD/Download?

 

Follow these instructions to switch from TurboTax CD/Download to TurboTax Online.

 

If you started your 2021 return in TurboTax Online and want to switch to TurboTax CD/Download, here's how.

  1. Save your online return as a tax data file.
  2. Sign out of TurboTax Online.
  3. Install your 2021 TurboTax CD/Download.
    • If you have not purchased TurboTax Desktop software, select the product you need to complete your return.
    • Important: If your return includes a state, make sure you also install the corresponding state program(s), otherwise you'll get Error 539.
  4. Once installed, choose File then Open Tax Return in the software.
  5. Browse to where you saved your .tax2021 file, select it, and then select Open.
  6. If you get an error, delete your tax data file and repeat these steps from the beginning.
  7. Optional: Once you've confirmed that your online return opens properly in the software, you can clear your online return.

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

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