Turbo tax file transfer to proseries

[tomd1216]

[Just-Lisa-Now-]

The TT file needs to be from the Desktop version of TT, not Online TT. 

Could that be the issue?

[tomd1216]

Thank you. Does anyone know how to save a turbo tax online file to then transfer to proseries?

[Just-Lisa-Now-]

I dont think you can. I believe I was told that TT Online files have a password requirement built into them that doesnt translate into PS, so they cant be transferred into ProSeries....your client would have to have purchased TT Desktop and transferred their online file into there, then saved it as a new desktop file.

[jf_tp]

Hi,

I just ran into an updated Intuit article dated 07/13/2022 that said TurboTaxOnline files can be saved to the desktop as a .tax20YY file. It sounds like the file should be able to be transferred, but I had no luck yet. Have you or do you know anyone who has tried this and had it work?

Ref:

https://proconnect.intuit.com/support/en-us/help-article/convert-files/transfer-turbotax-returns-pro...

[Just-Lisa-Now-]

if the client has TT Desktop, they can open their TTOnline file with it then re-save it as a Desktop file.

[jf_tp]

Thanks! I will follow up with them on that.