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dhlbeancounter
Level 1
March 1, 2022
Question

Transfer Turbo Tax clients to ProSeries

  • March 1, 2022
  • 2 replies
  • 10 views

Hi,

I have two clients that were on Turbo Tax last year. Is there a way that I can transfer their data directly to ProSeries?

 

Thanks!

 

Dave Lathrop

This topic has been closed for replies.

2 replies

N
Norman2001
Level 6
March 1, 2022

Yes. Open Proseries and in the "Ask" box in the top right corner enter 

How to transfer TurboTax returns to ProSeries

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    March 1, 2022

    They need the TT Desktop File, not the TT Online file in order for you to transfer into PS.

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

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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