Bobb1
Level 1
‎11-23-2023 03:06 PM
My returns are less complicated and I don't need the pro series anymore and want to use a more basic model but do not want to lose any carryforwards
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Jim-from-Ohio
Level 11
Level 11
‎11-23-2023 04:17 PM

You can't transfer from ProSeries to TurboTax and anyway, TurboTax is only licensed for personal use, and it is not compliant with IRS regulations for paid preparers.

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qbteachmt
Level 15
‎11-24-2023 06:31 PM

"Can I take a Turbotax Pro file and import it to Turbotax Premier?"

If you are using ProSeries, you don't even have a TurboTax file at all. ProSeries is not TurboTax. It's ProSeries.

If you have TurboTax, and not ProSeries...

You seem to be lost on the internet.

You’ve come to a Peer User community for Intuit Income Tax Preparation products supporting tax preparation professionals using ProSeries, Proconnect and Lacerte Tax Preparation programs, and you may be looking for support as an individual taxpayer using TurboTax. Please visit the TurboTax Help site for support.

And try this screen, for the various topics (subforums): https://ttlc.intuit.com/community/discussions/discussion/03/302

Your sign in user info here is the same one you can use over at the TurboTax forum.

Thanks.

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