Re: How to transfer returns from ProSeries to Turbo tax

Forum|Forum|4 years ago
April 18, 2022
2 replies
24 views

I am getting out of the tax preperation business but would like to continue to do my personal taxes. Is it practical to keep Pro Series just for my tax return or manually switch to Pro Series?

Any ideas would be appreciated.

This topic has been closed for replies.

Best answer by Just-Lisa-Now-

You can't. Files can go from TT to PS, but not the other way around, sorry.

Just-Lisa-Now-

Answer

Intuit Community Champion

You can't. Files can go from TT to PS, but not the other way around, sorry.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

IntuitRebecca

Level 6

Seconding Lisa's response, there's no way to transfer a whole return from ProSeries to TurboTax. If your return is relatively simple, though, you may be able to transfer your basic info into next year's TurboTax for Windows once that program is available.

Whenever I install TurboTax on a computer that has ProSeries (or Lacerte) clients, the program automatically finds these files and asks if I want to start a tax return from them. This article also has instructions on starting a new return by transferring info, and what amounts typically get transferred.

- Rebecca

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