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Level 4
May 31, 2021
Question

I tried online version

  • May 31, 2021
  • 1 reply
  • 1 view
hi  new to Turbotax   completed info online (no charge) and like the results but want to see every form and check before filing .  How do I  now purchase the downloade version (premier- i have foreign income and a rental property) yet ensure the data I entered is preserved.  Thanks

1 reply

VolvoGirl
Level 15
May 31, 2021

Yes you can switch to the Desktop program and open your online return.  And the Desktop program has more features and advantages over online.  And you can buy a lower version. All the Desktop programs have the same forms. You just get more help and guidance in the higher versions. 

 

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-the-turbotax-software/00/26129

 

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).

 

You can buy the CD/Download here,

https://turbotax.intuit.com/personal-taxes/cd-download

 

  1. Sign in and open or continue your return.
  2. Select Tax Tools and then Tools from the left menu.
  3. In the Tools Center pop-up, select Save your 2020 return to your computer.
  4. The file will download with the name taxReturn.tax2020.
  5. (Optional) Locate the downloaded file and change the default filename to something more recognizable, for example  JohnDoeTaxReturn.tax2020 (just make sure you don't change the filename extension to the right of the dot).
ScubaGT63Author
Level 4
June 3, 2021

Thanks for your helpful response

 I decided to purchase the downloadable version and did so paying $54.  However I am unable to install as my computer is a company computer and has a firewall.  How do I return the license and get a refund from Turbotax/ Intuit .  It seems challenging to contact them directly  thanks for your advice

Critter-3
Level 15
June 3, 2021

You can go here TurboTax CD/Download Refund Request Form to request a refund if still within 60 days of purchase.