Need data migration for our 2024 return We've created but not yet filed. It's presently in the online TurboTax Premium and we need to move it over to a PC Desktop Version

[brookewenck]

Can someone please help us? There's no 2024 option so save from the bottom.

[xmasbaby0]

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

[SteamTrain]

Edit:  Oooops, apparently you can do it directly from the desktop software (see above).

But here's another way too (below)

@brookewenck 

OK...

FIRST: get inside your Online 2024 tax return somewhere.  Not just logged in but "continue" in one of the sections so that the entire left-side menu shows up.

NEXT (see below):  expand the Tax Tools menu, and select "Tools"

NEXT: a pop-up shows up in the middle of the screen, and you can select the "Save your 2024 return......." option there.  That will only allow you the .tax2024 tax file that you need to open in the desktop software.

(I recommend saving to your desktop first, you can always move that file into the TurboTax directory once you have fully installed the desktop 2024 software.  If the tax file has a state set of forms in it, you will need to start a dummy-file in the Desktop software first, to get the state you need installed, before it will allow you to open that downloaded .tax2024 file.)

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[VolvoGirl]

There are 2 ways to switch from Online to the Desktop program.  You can either download the tax data file ending in .tax2024 for free from Online.   Save the tax file
https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-tax-data-...

Or start the 2024 program and Continue from Online.  First you need to install and Activate the 2024 program, then go up to File-New and Continue from Online.

[VolvoGirl]

Oh I was going to post ,  How to get started with the Desktop program, install and activate it, incase you haven't installed it yet.........
https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbo...