Skip to main content
June 5, 2019
Solved

Can I transfer online turbotax in process to desktop CD version? Didn't pay for online yet. Thanks!

  • June 5, 2019
  • 2 replies
  • 0 views
No text available
Best answer by VolvoGirl
Even before you pay for the online version you can switch to the Desktop program and you won't have to re-enter your information. To continue in the desktop version see this…….
https://ttlc.intuit.com/questions/1901476-how-do-i-switch-from-turbotax-online-to-the-turbotax-software

2 replies

VolvoGirl
VolvoGirlAnswer
Employee
June 5, 2019
Even before you pay for the online version you can switch to the Desktop program and you won't have to re-enter your information. To continue in the desktop version see this…….
https://ttlc.intuit.com/questions/1901476-how-do-i-switch-from-turbotax-online-to-the-turbotax-software
VolvoGirl
Employee
June 5, 2019
Oh, sorry that's the same info that Kasey posted.  You only have to pay for the Desktop program.  You don't have to pay for online too.  See my comment at the bottom.
June 5, 2019

You sure can, and here's how

  1. Go to turbotax.com and log in to the account you already started a return in.
  2. In TurboTax Online, My Account, then click Tools, and then select Save your 2016 return to your computer.
  3. Browse to where you can easily find the saved file, such as your Desktop.
  4. (Optional) Change the default name to something more meaningful, for example J Doe 2016 Tax Return.
  5. Click Save.

Now, open the .tax2016 file in TurboTax for Windows:

  1. Open your TurboTax 2016 program.
  2. From the File menu, select Open Tax Return.
  3. Browse to where you saved the .tax2016 file, and then click Open.
  4. (Optional) Review, edit, or delete the info that transferred over.

Notice: If you have dependents, you'll need to revisit the dependent topic to ensure their info transferred correctly.  You can revisit this by going to the Personal Info tab and clicking on You & Your Family. 


June 5, 2019
This won't work if you haven't paid for online version. There is no Tools option under My Account, and therefore no way to download the .tax2016 file