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Aquest
New Member

I've almost completing my taxes online, I have found out I have to use the desktop version to download investment info. Can I download online info to the PC version?

I've almost completed my 2016 tax return when I found out that info from a broker (Motif Investing) will not download to online version.  I now have to use the desktop version.  Can I download info from the online version to the desktop version ?

(Windows Pc)

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rjs
Level 15
Level 15

I've almost completing my taxes online, I have found out I have to use the desktop version to download investment info. Can I download online info to the PC version?

Yes, you can download your partially completed online tax return to your computer and finish it with the desktop software. The FAQ at the following link tells you how to do it.

https://ttlc.intuit.com/questions/1901476-how-do-i-switch-from-turbotax-online-to-the-turbotax-softw...

If you do this, and do not pay for TurboTax Online for 2016, then on October 16, 2017 you will permanently lose access to any saved online returns from prior years. So you should download the PDFs of any prior-year returns and save them on your computer before that date.

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1 Reply
rjs
Level 15
Level 15

I've almost completing my taxes online, I have found out I have to use the desktop version to download investment info. Can I download online info to the PC version?

Yes, you can download your partially completed online tax return to your computer and finish it with the desktop software. The FAQ at the following link tells you how to do it.

https://ttlc.intuit.com/questions/1901476-how-do-i-switch-from-turbotax-online-to-the-turbotax-softw...

If you do this, and do not pay for TurboTax Online for 2016, then on October 16, 2017 you will permanently lose access to any saved online returns from prior years. So you should download the PDFs of any prior-year returns and save them on your computer before that date.

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