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Level 1
posted May 6, 2020 11:24:12 AM

Want to use 2019 completed files for 2020 possible situations.

Is there any way to transfer my "completed and sent" 2019 tax file into a second Federal e-file so that I do not have to input all the information again.

My objective it to try and estimate a few situations for 2020 taxes.

This is not to estimate payment vouchers. 

Thanks in advance. 

0 1 343
1 Best answer
Expert Alumni
May 6, 2020 12:00:55 PM

There is no way to do this with TurboTax online, however you can do this with the desktop/download version by using the 'save as' feature to create a new file to use for estimates.

 

If you started your 2019 return in TurboTax Online and want to switch to the TurboTax software, here's how.

  1. Save your online return as a tax data file.
  2. Sign out of TurboTax Online.
  3. Install your 2019 TurboTax software.
    • If you have not purchased TurboTax Desktop software, select the product you need to complete your return.
    • Important: If your return includes a state, make sure you also install the corresponding state program(s), otherwise you'll get Error 539.
  4. Once installed, choose File then Open Tax Return in the software.
  5. Browse to where you saved your .tax2019 file, select it, and then select Open.
  6. If you get an error, delete your tax data file and repeat these steps from the beginning.
  7. Optional: Once you've confirmed that your online return opens properly in the software, you can clear your online return.

 

How do I save my TurboTax Online return as a tax data file?

1 Replies
Expert Alumni
May 6, 2020 12:00:55 PM

There is no way to do this with TurboTax online, however you can do this with the desktop/download version by using the 'save as' feature to create a new file to use for estimates.

 

If you started your 2019 return in TurboTax Online and want to switch to the TurboTax software, here's how.

  1. Save your online return as a tax data file.
  2. Sign out of TurboTax Online.
  3. Install your 2019 TurboTax software.
    • If you have not purchased TurboTax Desktop software, select the product you need to complete your return.
    • Important: If your return includes a state, make sure you also install the corresponding state program(s), otherwise you'll get Error 539.
  4. Once installed, choose File then Open Tax Return in the software.
  5. Browse to where you saved your .tax2019 file, select it, and then select Open.
  6. If you get an error, delete your tax data file and repeat these steps from the beginning.
  7. Optional: Once you've confirmed that your online return opens properly in the software, you can clear your online return.

 

How do I save my TurboTax Online return as a tax data file?