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Level 2
December 7, 2019
Solved

Can 2017 Proconnect online tax returns be converted to Proseries for 2018 tax prep?

  • December 7, 2019
  • 10 replies
  • 41 views

prior year is 2017 prepared using ProConnect Online

current year is 2018 Proseries Professional and Basic for 1040's.  

I used proconnect one year out of the last 12 using Proseries, and learned that I prefer Proseries; so I have switched back.

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Best answer by itonewbie

It is possible, as confirmed by Intuit (unofficially), but it must be done offline by Intuit.  Also, the conversion must first be to Lacerte, which you then use to export the data for conversion to PS.  This means you'd need at least a REP subscription to Lacerte just to do that.

Intuit suggests doing the conversion manually if the volume is low because the offline process is very time consuming but we're waiting for a confirmation of what that manual process entail.

[Edit: Darn auto correction]

10 replies

itonewbie
itonewbieAnswer
Level 15
December 7, 2019

It is possible, as confirmed by Intuit (unofficially), but it must be done offline by Intuit.  Also, the conversion must first be to Lacerte, which you then use to export the data for conversion to PS.  This means you'd need at least a REP subscription to Lacerte just to do that.

Intuit suggests doing the conversion manually if the volume is low because the offline process is very time consuming but we're waiting for a confirmation of what that manual process entail.

[Edit: Darn auto correction]

---------------------------------------------------------------------------------Still an AllStar
Ernie
Level 7
December 7, 2019

No - there is no going back when you go to Pro Tax Online

IRonMaN
Level 15
December 7, 2019
As Obi Wan points out it can be done.  But I think  you need a DeLorean and a jigawatt of power or something like that, so it is close to impossible but not impossible.
Slava Ukraini!