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Correct ... you can abandon the online account and let it go dormant.
If you started your 2017 return in TurboTax Online and want to switch to the TurboTax software, here's how.
1. Save your online return as a tax data file.
2. Sign out of TurboTax Online.
3. Install your 2017 TurboTax software. Buy it here: https://turbotax.intuit.com/personal-taxes/cd-download/
o 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 > Open Tax Return in the software program.
5. Browse to where you saved your .tax2017 file and click 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.
Correct ... you can abandon the online account and let it go dormant.
If you started your 2017 return in TurboTax Online and want to switch to the TurboTax software, here's how.
1. Save your online return as a tax data file.
2. Sign out of TurboTax Online.
3. Install your 2017 TurboTax software. Buy it here: https://turbotax.intuit.com/personal-taxes/cd-download/
o 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 > Open Tax Return in the software program.
5. Browse to where you saved your .tax2017 file and click 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.
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