turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Transfer a partial return from online to desktop not working

I started our 2025 return online since my PC was Win10 and I was not able to upgrade it at the time. The return is 99% entered, but not filed and I have not been charged for the online service. Then I realized I would have to pay separately for each return filed (I do several for family each year) and decided to bite the bullet and move to a Windows 11 machine. I have everything ready and installed TT2025 desktop, but the instructions for importing my 2025 data from the online version to the desktop version are not doing anything. Per TT, I should simply have to click "Continue from TurboTax Online" once I have logged in. This failed to bring any data over at all. What am I doing wrong?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies

Transfer a partial return from online to desktop not working

Let me correct one thing -- the import brings over my 2024 data (which the online version got when I opened my 2024 return file to start the online 2025 return process).

MindyB
Expert Alumni

Transfer a partial return from online to desktop not working

Make sure that you have installed your state return because that can cause issues when transferring. 

 

Then: 

 

1. In Desktop, start a New 2025 return, then look for a prompt to transfer last year and choose Skip/Continue without transferring for now.

  • Retry Continue From TurboTax Online from the Desktop Home screen. If not shown, close and relaunch Desktop and look for it again.

2. If the Online import option won’t appear or loops

  • Log out of TurboTax Online, clear your browser cache, and try again in a fresh incognito/private window (Chrome/Edge/Firefox). This resolves stuck “Continue” loops seen during transfers.

3. Fallback: You can recreate the return in Desktop. Since you were able to import 2024, you won't have the 2025 data, but it prepopulates carryovers and identities so you can finish 2025 in Desktop.

Transfer a partial return from online to desktop not working

I live in a state without state income tax, so there is no state return. I ended up re-entering everything (other than the basic information that carried over from 2024). Thanks for the reply anyway.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question