Skip to main content
December 12, 2024
Solved

transferring data from online to desktop ANSWERED BELOW

  • December 12, 2024
  • 1 reply
  • 0 views

I have used turbotax online for several years.  I was getting ready in October to do my 2023 taxes online THEN our state was declared a disaster area so I procrastinated and did not do my 2023 online.  Now, unfortunately, I cannot use the 2023 online filing (even though I had already paid for it at some point.)  I purchased the 2023 desktop version from Amazon and installed it.  I wanted to transfer the information from my previously filed 2022 tt online version to my 2023 desktop version.  I have rental income and have several schedule E's that I really don't want to have to retype all  those on the desktop version.  I can save the 2022 online tax document as a PDF file but I don't see any option to save it as the type of file necessary to transfer the info to a desktop version.  PLEASE tell me there is a way to save it with the necessary extension instead of a PDF so I won't spend hours retyping all those Schedule E's into the desktop version.  Sorry for the long post but I tried to put all the relevant info in.  Thank you in advance for ANY help from anyone that can help me.  

Best answer by VolvoGirl

You should be able to save it as a .tax2022 data file.   In fact people always ask how to save the pdf because they can only save the .tax file.  Is there a button to amend?  That will download the .tax file.

 

How to finish a return you started online

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-finish-a-prior-year-return-that-i-started-in-turbotax-online/01/26322

1 reply

VolvoGirl
VolvoGirlAnswer
Employee
December 12, 2024

You should be able to save it as a .tax2022 data file.   In fact people always ask how to save the pdf because they can only save the .tax file.  Is there a button to amend?  That will download the .tax file.

 

How to finish a return you started online

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-finish-a-prior-year-return-that-i-started-in-turbotax-online/01/26322

dprdmsAuthor
December 12, 2024

THANK YOU, THANK YOU, THANK YOU!!!  You have saved me HOURS of work.  I do truly appreciate you taking the to give me the correct answer. Have a blessed Christmas season!!!

VolvoGirl
Employee
December 12, 2024

How did you find the .tax2022 file?   Did you get it transferred into a new 2023 return?  That link I gave you wasn’t exactly the right  one, I got mixed up.