nvdasilva
Level 2

How to transfer profiles from last year online to this year cd/download version of the tax software

Last year filed tax returns using online version and this year want to use cd/download software instead.   How do I migrate/import the profiles already used from online to downloaded software to save time?
‎January 6, 2024 10:33 AM
0
12 Replies
2,627 Views
TurboTaxSusan
Moderator
Moderator

Importing your data

Unfortunately, you can’t transfer information from TurboTax Online into TurboTax CD/Download.

View solution in original post

‎January 7, 2024 10:00 AM
0
7 Replies
2,606 Views
nvdasilva
Level 2

Importing your data

Is this not applicable in Canada?  This thread informs of how to do it from Intuit's own:

How do I switch from TurboTax Online to TurboTax Desktop? (intuit.com)

How do I switch from TurboTax Online to TurboTax Desktop?

SOLVED•by TurboTax•2084•Updated 1 month ago

Follow these instructions to switch from TurboTax Desktop to TurboTax Online.

If you started your 2023 return in TurboTax Online and want to switch to TurboTax Desktop, here's how.

  1. Install and/or open your 2023 TurboTax Desktop.
    • If you have not purchased TurboTax Desktop software, select the product you need to complete your return.
    • Important: If your return includes a state, make sure you also install the corresponding state program(s) in order to proceed.
  2. Select Continue From TurboTax Online.
  3. Sign in to your Intuit Account.
  4. Your data will be imported into TurboTax Desktop, and your return will open once data transfer is complete.
‎January 7, 2024 11:01 AM
4 Replies
2,604 Views
nvdasilva
Level 2

Importing your data

Is there any way that Intuit can make the tax file (.tt22) available to download, other than a PDF?  Seems like it would be an easy solution to make seamless continuity within the same product family and keep loyal customers.

‎January 7, 2024 11:04 AM
3 Replies
2,603 Views
TurboTaxSusan
Moderator
Moderator

Importing your data

TurboTax Online doesn't generate .ttxx files, as it's not based on the desktop software.

 

But I will pass on your suggestion to our product development team. Thank you for your input.
 

‎January 7, 2024 11:31 AM
0
2 Replies
2,601 Views
nvdasilva
Level 2

Importing your data

Thanks for the replies.  

 

So, the method that I posted is only available in the US, not in Canada?  Sounds to me like there is a solution already, just not extended to Canada.  Is that correct?

‎January 7, 2024 11:34 AM
1 Reply
2,594 Views
TurboTaxSusan
Moderator
Moderator

Importing your data

The Canadian versions of TurboTax Online and TurboTax CD/Download are different software from the US versions, so we can't just use what they have. 

‎January 7, 2024 11:54 AM
0
2,593 Views
DanH6
New Member

Importing your data

This should be  a basic feature. After all we pay for the software (CD version)

‎February 24, 2024 7:34 AM
1 Reply
2,265 Views
TurboTaxSusan
Moderator
Moderator

Importing your data

@DanH6 I will pass on your comment to our product development team. Thank you for your input.

‎February 24, 2024 10:25 AM
0
2,256 Views
15ronroy
Level 1

Importing your data

Turbotax seems to be holding OUR Tax info hostage. I should be able to download a file that your software requires using your own product.

‎February 25, 2024 12:26 PM
3 Replies
2,211 Views