is it possible to transfer client's 2020 info from intuit home and business to pro series for efiling?

Forum|Forum|5 years ago
March 29, 2021
6 replies
15 views

i've entered all info for filing client 1040's for 2020 in home & business software but then ran out of e filings (if you dont know, we are limited to five individuals returns for e filing from turbo tax software per tax season). So i bought pro series for additional e filings. everything is done just have to e file.

ProSeries Basic

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dkh

Level 15

https://proconnect.intuit.com/community/convert-data-files/help/how-to-transfer-turbotax-returns-to-proseries/00/6429

This should give you the instructions to do what you want to do

Just-Lisa-Now-

Intuit Community Champion

As a tax professional youre NOT ALLOWED to use TurboTax for client returns. Youre in violation of the licensing agreement.It has no option to input your paid preparer information.

You wont be able to Efile with Proseries unless you have an EFIN either.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

L

Lizzy042991Author

Level 2

Hi Lisa thanks for your quick response.

I’ve been using turbo tax since the cows came home but this is my first year using pro series. I am a CPA in NJ and file returns in a very small arena. I have a EFIN. I have prepared several 2020 1040s but ran out of e file-ability . So now I want to transfer those returns over to pro series intact and e file without having to do them all over again! Regards

ps my great grandmother raised tortoises so for some reason that explains my affection for turtles

PS my great grandmother raised Torr

Just-Lisa-Now-

Intuit Community Champion

Paid preparers arent allowed to use Turbotax for client returns, it has no place to input your paid preparer information.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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