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JOHNNYCPA
JOHNNYCPA
Level 4
September 29, 2021
Question

coverting a 2019 turbo tax file (online version) to proseries

  • September 29, 2021
  • 2 replies
  • 14 views

I am having trouble converting a turbo tax online  tax file to proseries basic.  This file is not a desktop tax file.  it is the online web tax file.   I just want to save time in keypunching, etc.

 

the file extension is   tax2019

 

can someone help me?

 

John

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2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
September 29, 2021

I feel like I remember reading that you need the TT Desktop version file to convert to a PS file.

 

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    dascpa
    dascpa
    Level 11
    September 29, 2021

    Save the file in your ProSeries data file directory.

    In ProSeries click on Transfer icon.

    In #1 select 2019 TurboTax 1040 to ProSeries 1040.

    In #2 change the directory of where the file is from your prior year data file to your current year data file.

    In #4 select the client (it should be the only one).

    In #5 Begin transfer.

    Remember to change your directory back in #2 afterwards to the prior year data directory.

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