Migrate tax information from Self Employed form to the Deluxe form

[marine5]

It is better for us to take the standard deduction this year. How do I migrate my form info from the Self Employed form to the Deluxe.

[Critter]

You cannot retain your work when you downgrade your program using the Online version ... when you clear to start over any entries made in the current 2016 program will be lost.  FYI ... if you have Self Employment income you MUST use the SE online program... no other will work.

If you meant you want to continue & finish your return in the Downloaded version then post back for instructions.

[marine5]

Thanks.  We are not SE but we had used the business form last year since my wife receives a 1099-MISC for non employee compensation she receives from Rodan&Fields.  If i remember right the deluxe version allows for input of the 1099-MISC as well.

[Critter]

The DOWNLOADED/CD

[Critter · Accepted solution]

The downloaded/cd version does ... not the ONLINE version..... save money and switch now ...

If you started your 2016 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 2016 TurboTax software. Buy it here:  https://turbotax.intuit.com/personal-taxes/cd-download/

o   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 > Open Tax Return in the software program.

5.     Browse to where you saved your .tax2016file and click 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.

[Critter]

What box is the amount on the 1099?  Box 3 or box 7 ?

[Critter]

The she is self employed and must file a Sch C if that amount is larger than $400.