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hi i m transfering a current year return from turbotax to proConnect online. but it need permission for sharing the file. how do I get the permission to share the .tax file from turbotax? The file was saved as a .tax file from Turbotax online.
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it may be too early to convert 2024, but here are the instructions. https://accountants.intuit.com/support/en-us/help-article/convert-files/turbotax-backup-instructions...
Answers are easy. Questions are hard!
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TurboTax Online doesn’t allow direct export of a .tax file for use in ProConnect. The “permission” message you’re seeing is just TurboTax restricting access to its internal format. The only workable options are to export a PDF or .TXF, or re-enter the data in ProConnect (or use an import tool that supports TurboTax). When we’ve handled similar cases at [Content Removed] , the cleanest method is usually re-importing from Excel/PDF rather than trying to move a locked .tax file.
