Transfer from turbotax online to desktop

WARNING: If you decide to use our summary/aggregated TurboTax 8949 file that only reports one line for short-term and one line for long-term gains/losses- you still need to file or mail in your full 8949 to the IRS. Please consult a tax professional.

How To Download the TurboTax files?

To use TurboTax Online and import your form 8949, first log in to ZenLedger. Once you have created your reports, you can download your TurboTax files. You can download the files from Taxes > Tax Forms > IRS Form 8949.

Just click on “Download TurboTax files” and you will get a zip file.

To unzip the file:

Mac instructions: https://support.apple.com/guide/mac-help/compress-uncompress-files-folders-mac-mchlp2528/mac

PC/Windows instructions: https://support.microsoft.com/en-us/help/4028088/windows-zip-and-unzip-files

For TurboTax Online, use the CSV file.

For TurboTax Desktop, use the TXF file.

How to import it into TurboTax?

1. Log into Turbotax

2. Browse Income and Expenses → Investment and Saving → Stocks, Cryptocurrency, Mutual funds, Bonds, Other (1099-B)

3. Select No thanks

4. Select Continue

5. Select Enter a different way

6. Select Cryptocurrency → continue

7. Select Use a CSV file → Continue

8. Select Zenledger from the drop-down → Continue

9. Drag and drop your TurboTax file from Zenledger to TurboTax

If you are still having trouble, TurboTax has great support. Here's a thread to get you started on finding the Cryptocurrency section in Premier Edition!

1. Why is Turbotax asking me to review all transactions? (US)

A review will appear from any source added to TurboTax (both OAuth and CSV) not only Zenledger. Users can skip the review section by selecting Continue without reviewing.

2. Why aggregated CSV?

TurboTax has limits on the numbers of transactions it can import, if it is more than their set number, we aggregate the file for the user.

November 25, 2021 by Cathie

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When tax time rolls around, you want to make sure you can process as many returns as possible. Intuit's ProSeries is tax-preparation software that lets you import client data directly from TurboTax and process the client's taxes. To do this, you must have versions of TurboTax and ProSeries from the same year. ProSeries will not work with TurboTax online accounts.

1. Open ProSeries and insert the media containing the exported TurboTax data into the appropriate drive.

2. Click "File," then "Transfer," then "Transfer Clients," and select the "20xx TurboTax 1040 to 20xx ProSeries 1040."

3. Click "Browse" next to "Transfer data files from," and browse to where you have the exported TurboTax data stored. Click on it and click "OK." A list will display.

4. Select the TurboTax file name, and click "Transfer" to start the transfer process. You can watch the progress through the log screen. Click "Close" after the transfer is over. You will return to the HomeBase window.

5. Click on the transferred file in the HomeBase window, and click "Open Client."

6. Press "F9" and "F10" to process the return and save it. Repeat for every state return in the client data.

The challenge comes up in that how do I transfer TurboTax from one computer to another? Don't worry. Useful methods are available here to help you transfer TurboTax to new computer with ease now. The one is to move it with the application tool, and the other is to copy TurboTax to new computer with the manual method.

Workable SolutionsStep-by-step Troubleshooting

"I have bought a new computer and would like to copy TurboTax software for previous years from the old computer to the new computer. Please advise."

Can I install TurboTax 2020 on two or more computers? The answer is Yes! According to the latest user agreement released by intuit, you can install the software on all computers you own.

Of the info we have, TurboTax is a popular used income tax preparation tool in the United States. Tax filing has always been a very dull problem, and the cumbersome tax process and procedures are daunting. The TurboTax changed the way we pay taxes.

Then the question is that if you change computers at the beginning or end of the year or before the tax season, how do I transfer TurboTax from one computer? In this article, compared with the manual way, you may prefer to use the PC to PC transfer tool to transfer Turbox to new equipment for moving reports, returns, e-files, and other data.

Solution 1. How do I transfer TurboTax from One Computer to Another with EaseUS Todo PCTrans [Easy and Fast]

The first option that related to how to move TurboTax to a new computer is to use the EaseUS Todo PCTrans. The software is designed to migrate your applications, files, and accounts to another computer.

If your computers are both under the same Internet, you can use the PC to PC mode. Otherwise, Backup and Restore is suitable for different networks.

How to transfer TurboTax to a new computer

 Notice:  Before moving TurboTax to another device, you should copy your tax data file to the portable device. Choose the data file and click save as to the preferable location.

Step 1. Launch EaseUS Todo PCTrans on your source and target computers, connect both PCs via the internet.

1. At the "PC to PC" section, click "PC to PC" to continue. 

2. Select your target computer via its device name, then enter its account password or verification code and select the transfer direction. Then click "Connect" to continue.

You can check the verification code on the right top of "PC to PC" mainscreen on the target computer.

Step 2. Select the categories Applications, Files, and Accounts to transfer via the internet.

If you want to transfer data selectively, click "Edit" under each category, and choose the specific items.

Step 3. Click "Transfer" to start transferring your apps/files/accounts from one computer to another computer via the Internet.

Step 4. Connect the portable device to the new computer.

Your computer will browse the device, and you can choose the tax return file to drag to any location. [It is best to store it where you can find easily.]

Solution 2. How to Transfer Turbox to New Computer with External Device [Manual]

The first method helps you to save the re-downloading time on the new PC. If you tend to wait for the re-download to complete, the manual way is also a feasible choice. All you need is to prepare a USB flash drive.

 Notice:  Avoid use e-mail to send tax data files to yourself. Sending info via e-mail may cause problems.

How to copy TurboTax to new computer

Step 1. Install TurboTax on the new PC.

Insert TurboTax CD to the optical drive on the new computer. Download the TurboTax copy online.

Step 2. Transfer TurboTax file to new computer

Launch TurboTax on the old computer > Open your tax data file > Select File > Choose Save As from the menu > Choose destination folder and enter folder name > Click Save to export your tax return file > Close TurboTax

Step 3. Transfer backup tax file to the new PC.

Double-click the tax data file, and it will be opened on the TurboTax.

Conclusion

Everything about transferring TurboTax to a new computer is about to save and import. Do both two methods workable? If not, please contact us via the official website. We are glad to find out the best way for you!

Among the USA’s leading tax preparation software programs, TurboTax is consistently emerging with new features and updates every year. You can use the software to file your state or federal taxes from the comfort of your home. While you can visit TurboTax’s official site and file your taxes directly through the website, you can download or switch to the desktop version to file your taxes on a stand-alone computer. Read on to explore how you can import TurboTax online to desktop and what its advantages are.

Differences Between TurboTax Online and Desktop Version

The online version of TurboTax is recommended for filing a single return at a time with separate charges for federal and state taxes. To start with the tax filing process, you don’t have to pay initially; however, you need to pay while filing or printing the filed taxes. To avail an early discounted price, you may have to pay for it. Moreover, you cannot look into the forms until your payment is done for printout. The TurboTax online version doesn’t have the same forms and hence you might need to use a higher version. Also, the returns that you file online, are stored online and you don’t get access to these files the next year. To avoid this, you can save and download both the .tax and .pdf files each year to your computer or a flash drive.

The TurboTax desktop version, also known as the CD/Download version allows you to file unlimited tax returns. If you import TurboTax online to desktop version, you can file five federal taxes for free and one free state tax return. Moreover, you can have a look at the actual forms on the desktop version of TurboTax. The desktop version has a “What-If” worksheet that allows you to keep your tax return data stored on your computer. Hence, you will have around-the-clock access to these files.

Tips To Import TurboTax Online To Desktop

Now that you have understood the difference between the online and desktop version of Turbotax, have a look at the below-mentioned pointers for changing TurboTax online to TurboTax desktop/software version:

1. Log into your TurboTax account and save the online tax returns as a tax data file.
2. Log out of your TurboTax account.
3. Now visit the official site of Turbotax and download the software.
4. Open the TurboTax setup file and install the program on your computer.
5. In case you haven’t purchased the software, select the product you need to file your tax returns.
6. After installing the software, choose the “File” menu and click on the “Open Tax Return” option.
7. Navigate to the location where you saved your .tax file.
8. Select the .tax file and click on Open.
9. In case you encounter an error while performing this step, delete the tax data file and repeat the steps from the beginning.

While filing returns for state, ensure that you have installed the corresponding state program. This will eliminate the risk of encountering TurboTax error 539 or TurboTax error 42015.

Advantages of TurboTax Desktop Version

One of the primary advantages to import TurboTax online to desktop versions is that it allows you to store your tax return data locally on your computer. However, if you ignore the usage of high-security antivirus or firewall programs on your computer, the risk of data theft or system hack gets increased.

Moreover, the desktop version of TurboTax automatically checks for updates or prompts you to check for it on frequent intervals. With the desktop version of Turbotax in place, you can save the tax file data in a USB flash drive or an external hard disk, allowing you to use the data for future use.

While TurboTax has both the online as well as the desktop/software version, you can always make an informed decision on choosing the one that suits your requirement. Follow the series of steps to convert the online version to desktop and file your state or federal taxes from the comfort of your home on a stand-alone computer.