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What are the advantages of the TurboTax CD/Download software over the Online version?

SOLVEDby TurboTax1607Updated January 10, 2022

We happen to like them both, but we recommend the TurboTax CD/Download software if you want to:

  • Create multiple returns for family members (it usually ends up costing less)
  • File separate state returns for married spouses, especially in community property states
  • Play around with different tax scenarios (for example, filing jointly vs. separately)
  • Access Forms Mode
  • Have complete control over the storage of your tax return and tax data file

There are some tax situations that TurboTax Online doesn't handle, so you'll have to go with the CD/Download. These include:

  • Preparing tax year 2020, 2019, or 2018 returns
  • Amending tax year 2019 or 2018 returns
  • Importing data from Quicken or QuickBooks
  • Importing more than 1,500 stock transactions
  • Preparing and filing corporation, S corporation, partnership, estate & trust, or homeowner association returns (these are handled in TurboTax Business)

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