Transfer TurboTax Online to Desktop: TurboTax offers users flexibility with its online and desktop versions. Transferring your TurboTax online data to the desktop version provides enhanced security, offline access and advanced features. By following these steps, you can ensure a smooth transition and make the most of your TurboTax experience.

Steps to Transfer TurboTax Online to Desktop

1. Complete Your Online Return: Make sure your TurboTax Online return is complete and accurate.
2. Download Your Tax File:
   • Log in to your TurboTax Online account via installturbotax.com.
   • Go to the “Tax Home” page.
   • Select “Download/Print Return” to save a PDF of your completed tax return to your computer.
   • For a .tax file, navigate to “Tax Tools” > “Tools” > “Save your 2023 return to your computer”.
3. Purchase and Install TurboTax Desktop:
   • Visit the TurboTax website and purchase the appropriate TurboTax Desktop version.
   • Download and install the TurboTax Desktop software on your computer.
4. Transfer Your Data:
   • Open TurboTax Desktop.
   • Select “File” > “Open Tax Return” and choose the .tax file you saved from TurboTax Online.
   • Follow the prompts to transfer your data into TurboTax Desktop.
5. Review Your Return: Double-check that all your data transferred correctly and complete any additional information required by the Desktop version.
6. File Your Return: Once everything looks good, you can file your tax return using TurboTax Desktop.

Benefits of Transferring to Desktop

1. Enhanced Security: Offline data storage
2. Offline Access: Work on taxes without internet
3. Advanced Features: Exclusive desktop tools
4. Data Control: Local data storage