Question

How Do I transfer tax info from Desktop version to Online Version for first time

Forum|Forum|3 years ago
January 28, 2023
1 reply
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HELP ! I've used Turbo Tax Deluxe Desktop version last year (2021 Tax Year). My Macbook OS will not allow me to use it this year, so I began a tax return this year using TT Online.

Is there a way to upload last year's .tax2021 file to TT Online? If so, HOW?

I read in the TT forum that I could go to the "Tools" ... I don't see a "Tools" menu option. Does this year's Online version have a Tools option. If so, where is it ?

TurboTax Deluxe Online

E

ee-ea

Employee

https://ttlc.intuit.com/turbotax-support/en-us/help-article/uninstall-products/switch-turbotax-cd-download-turbotax-online/L4awg8jwG_US_en_US?uid=ldgl05e

D

DeeGeeWhyAuthor

Thanks for the link, BUT ... I saw this link before, and, as I stated in my question, I do not see a "Tax Tools" in the left-side menu. What am I missing?

D

DianeW777

First you must sign into TurboTax Online to create an account. You have to use TurboTax Online on your computer to do this transfer (it won’t work from a mobile device/mobile web, or in the mobile app).

Sign in to TurboTax Online and start a new return, or open or continue a return you already started by signing in
After the screen has loaded, to the point you can see the black menu on the left > select the Tax Tools dropdown menu in the left column, and then select Tools
In the pop-up window, select the Transfer last year's TurboTax return from your computer link (if you don’t see this option, you may need to clear and start over)

Follow the instructions to finish transferring your file. Once you're done, follow these instructions to return your CD/Download copy of TurboTax.

See the image below.