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{Problems with 2020 return using online I paid for, it didn't work. Advised by expert I purchase CD version . Installed but can't access my 2019 data. Any ideas?

Last year used online Turbo Tax.  This year using CD Deluxe but can't get to see 2019 dats
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3 Replies

{Problems with 2020 return using online I paid for, it didn't work. Advised by expert I purchase CD version . Installed but can't access my 2019 data. Any ideas?

One way is to start a 2020 Online return and transfer into that.  Then you can download the .tax2020 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 .tax2019 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 2020 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...

 

 

Here's how to transfer last year's return to Windows…..

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

 

How to transfer into Turbo Tax for Mac

https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-transfer-last-year-s-return-into-the-t...

Daryelk
New Member

{Problems with 2020 return using online I paid for, it didn't work. Advised by expert I purchase CD version . Installed but can't access my 2019 data. Any ideas?

I finished my 2020 return both fed and state except for one federal form.  I tried to pull up my return today and its frozen on the last page.  i tried to lookup the file in othe areas but that didn't work  Whats wrong

 

TerukoL
Expert Alumni

{Problems with 2020 return using online I paid for, it didn't work. Advised by expert I purchase CD version . Installed but can't access my 2019 data. Any ideas?

You may need to clear your cache and cookies. Make sure your return is saved in your TurboTax account and then sign out. Clear the cache and delete the cookies on your computer, open a new browser, sign back into your account and try entering your information again. You may also want to change browsers, for example, if you are using Chrome, try switching to Firefox.

 

In addition to clearing your cache and cookies, you want to make sure your operating systems are up-to-date as well.

 

Please click the following links to learn more:

 

Using Windows Update to keep your system up-to-date

How to update Mac OS X

 

However, if this does not resolve your issue, please note the exact message and where you are encountering that message in the program.  We will work with you towards a resolution to file your return accurately. Please click the link to contact TurboTax customer support.

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