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

    JOHNNYCPA
    Level 4

    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 Comments 2
    Just-Lisa-Now-
    Level 15
    Level 15

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

     


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    dascpa
    Level 12

    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.