How do I transfer my tax file from online to PC?

[silverzzz]

Hi, the PC version only allows me to upload my 2018 turbotax file even though I have the 2019 version. Any way I can get around this please?

Thanks.

[silverzzz]

Edit: I meant from online to PC. Sorry for the confusion.

[VolvoGirl]

Please explain what you are trying to do.

where is your 2018 return?  Are you trying to open it on your PC?  Or transfer it into 2019?

Or did you start 2019 online and want to switch to the Desktop program?

[VolvoGirl · Accepted solution]

Is this what you want?

You can move your Online file to the Desktop program and continue without paying for Online or needing to reenter your info.

To continue in the desktop version see this…….

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

After you get the program installed the first thing to do before you open your tax return .tax file is to update the program and install any state programs you had. Then open your file. So you first might need to start a fake return to be able to download the state program (go to FILE - NEW).

[silverzzz]

Hi, it lets me upload my .tax file but only the 2018 version. I am trying to upload my current 2019 version from online to the PC version.

Thanks for the help.

[VolvoGirl]

You say upload but I think you mean download?  

You would download from Online to PC.

You upload from PC to Online.

I think you want to do my second post above.  Or need to explain exactly.  You said 2 years and Online & Desktop.  So which year is where and where do you want it to go?

[silverzzz]

I have 2019 desktop, and I did my 2019 taxes on the online version but havnen't payed, so I would like to export from the online version and upload it to desktop.

Thanks again.

[VolvoGirl · Accepted solution]

Got ya.  Good that's what I posted.  That should be it.

[silverzzz]

Hi, thank you but this does not fix my issue that the Desktop version only allows me to upload 2018 files even though it is a 2019 software. Any reason for this?

[VolvoGirl]

When you first start a return in 2019 program it will ask if you want to transfer from a 2018 return.  You don't need to do that. Just continue without transferring.  Or since you have the .tax2019 file, go up to File-Open and browse to where you saved it.  

[silverzzz]

Hi, it won't let me upload the 2019 version only 2018. It says on the program that it only supports 2018 tax files even though it is turbotax 2019 version.

Thanks again for the help!

[VolvoGirl]

That is if you are transferring from 2018 into 2019.  SKIP THAT.

You just want to OPEN the .tax2019 File you have.  Go up to the menu bar FILE then OPEN.  I can post screen shots.  You're on Windows, right?  Can you post a screen shot of where you are stuck?  Then I can tell you what to click on.

[VolvoGirl · Accepted solution]

Where did you save the .tax2019 file you downloaded from online?  Move it to your Documents.  Make a folder under Documents called Turbo Tax and copy or drag it there.

Then when you go to File-Open it will find it.

[silverzzz]

Hi, sorry for the late reply. I put the turbotax file into the turbotax folder in my documents as you suggested and it still didn't show up. Only the files from 2018 tax return. Here is a screenshot of the files.

Thanks.

[silverzzz]

Also here is the file I am trying to get turbotax to read but can't.

Thanks.