How to import turbotax online to desktop

Should I use TurboTax software or online?

For most customers, we recommend TurboTax Online. Pricing for our online products starts with Free Edition, for simple tax returns, and goes up based on your needs and the complexity of your income tax return. If you live in a state that requires you to prepare a state tax return, we can help.... read more ›

Can I use TurboTax Online if I bought the CD?

No, the CD purchase does not allow use of TurboTax Online. You will need to decide which one to use. Be aware that the CD version is more fully-featured than the Online version. It does not have form limitations, and has the popular Forms Mode that the Online version does not have.... see details ›

How do I import taxes into TurboTax Online?

Launch TurboTax 2021 and click Start a New Return (or go to File in the upper left corner and select New Tax Return). TurboTax should find your 2020 tax file. If not, click Browse, go to where you saved the file in Step 2, select it, and click Open. Wait for TurboTax to finish transferring the info over.... view details ›

Can I transfer my 2017 TurboTax desktop return to TurboTax Online?

Unfortunately, no. You can transfer your previous year (2018)desktop TurboTax return into a current year (2019) TurboTax online return, but not the current year desktop return. You can do the reverse -- you can download your current year tax file to the desktop version and finish it there.... read more ›

What are some differences between the app and web version of TurboTax?

Although TurboTax Online and the mobile app function similarly and support the same tax forms, here are the main differences: You can snap a photo of your W-2 in the mobile app, which will automatically enter it on your return. The mobile app doesn't have Print Center or Tax Tools.... see more ›

Is TurboTax full service worth it?

TurboTax is generally pricier than everything else out there, but even though confident filers may not need all the bells and whistles that most TurboTax online products offer, many people will find the experience and the availability of human help worth the extra cost.... view details ›

Which version of TurboTax is best for me?

If you have rental property and/or deductions related to stocks and investments, you should use either TurboTax Premier or Home & Business. If you are self-employed, are a contractor, or have a home business, you should not use anything less than TurboTax Home & Business. It maximizes your home deductions.... see more ›

Is it better to use TurboTax or an accountant?

TurboTax is an inexpensive option to prepare simple tax returns with algorithmic triggers for potential deductions. On the other hand, CPAs, though high-priced, are adept at handling complex financial dealings through prompt human interaction.... see details ›

How much does it cost to do TurboTax Online?

You might not like filing with TurboTax if you:

TurboTax
Cost of DIY filing$0 - $119 +$49 per state return
Details4 ways to file taxes Completely free option for simple tax situations at any income level Mobile-friendly Upgradeable for instant access to a tax expert
3 more rows

... see more ›

Is it safe to use TurboTax Online?

"It is standard for TurboTax to encrypt any of your data that we store, and when we electronically send your return to the IRS or state agencies, we use SSL encryption that exceeds IRS standards."... see details ›

Is TurboTax download same as CD?

TurboTax Online and the TurboTax CD/Download products are very similar and both cover most tax situations. The majority of our customers choose TurboTax Online to confidently file their taxes. Note: There are some tax situations that TurboTax Online does not cover.... see more ›

How do I download TurboTax without a CD drive?

I bought the CD, but my computer doesn't have a CD drive

  1. Go to InstallTurboTax.com.
  2. Set up a TurboTax account if you don't already have one. If you do, sign in. ...
  3. Enter your license code in the pop up window. ...
  4. Select your operating system, and select Get Download.
  5. Download your software and install.

... view details ›

Can I buy TurboTax at Costco and use it online?

Unfortunately, the online versions are not offered at Costco but you can still pick up a deal today at turbotax.intuit.com (Updated on Monday May 9, 2022: Online versions are now on sale right now through May 31, 2022 for an even better $5 to $15 off depending on the version you choose!).... continue reading ›

Can I import a PDF into TurboTax?

TurboTax Online supports PDF transfers, if you used other tax software last year. TurboTax Mobile and TurboTax Business don't support PDF transfers.... see more ›

How do I import files into TurboTax?

Open (continue) your return in TurboTax. From the TurboTax File menu in the upper-left corner, select Import followed by From Accounting Software (Windows) or From TXF Files (Mac) Follow the instructions.... see more ›

How do I upload documents to TurboTax?

My DocsTM is available in all paid TurboTax Online products or by adding PLUS to Free Edition.

  1. Sign in to your TurboTax account. ...
  2. Scroll down to Your tax returns & documents. ...
  3. Select My Docs.
  4. Select Upload and select the document you want to upload.
  5. Answer the questions and select Done or Upload another tax form.

... read more ›

How do I Import .tax files into TurboTax desktop?

txf file into your TurboTax software: Open (continue) your return in TurboTax. From the TurboTax File menu in the upper-left corner, select Import followed by From Accounting Software (Windows) or From TXF Files (Mac) Follow the instructions.... see details ›

How many years does TurboTax keep your tax returns?

You can access the returns filed using TurboTax Online for 7 years. If you used TurboTax Online Deluxe, Premier or Home & Business to prepare the tax return you're seeking a copy of, just log into your account at TurboTax.com.... see details ›

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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.