psaund9860
Level 3
09-30-2021
12:06 PM
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I am retiring and no longer will use Proseries. Can I transfer my personal file to TurboTax. No sense paying for Proseries to do my return.
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TaxGuyBill
Level 15
09-30-2021
12:16 PM
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Unfortunately, no. While files can 'upgrade' from TurboTax to ProSeries, they can not 'downgrade' from ProSeries to TurboTax.
Unfortunately, you will need to reenter all of your information when switching to TurboTax.
As a side note, be sure to use the "Forms Mode" on the CD/downloaded version of TurboTax. The forms and worksheets are either identical or very similar to the ones in ProSeries.
