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Returning Member
posted Jul 5, 2021 10:34:13 AM

Started with TurboTax online; easy way to switch to TurboTax desktop download version?

I started filing with TurboTax online.  I did not file it yet, and submitted an extension.  I see that the same version of TurboTax (Deluxe Federal + State) is half the price on Amazon.  Is there a way to transfer all the info I already entered into the online version to the desktop version?  Or do I have to re-enter all the info if I decide to purchase the desktop version?

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1 Replies
Level 15
Jul 5, 2021 10:40:39 AM

Yes you can switch!  If you already started in the Online version you can move your return to the Desktop program even without paying for Online.  If you already paid for the Online version you can contact them to give you the program download.  

 

First download the .tax file from the Online version,  

https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-tax-data-file/00/25740

 

Then see, How to Switch to Desktop,

https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/

 

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

 

Then you just OPEN the .tax2020 file, go up to File-Open.  You don't import or transfer it.