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Turbo Tax Transfer to Proseries
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aec578
Level 1
Sunday
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Can I transfer 2023 Taxpayer Information from Turbo Tax to 2024 Pro Series Software?
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2 Comments 2
GodFather
Level 8
Sunday
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I believe it can be done although I have not attempted it myself. Here is what I found online:
Click "File," then "Transfer," then "Transfer Clients," and select the "20xx TurboTax 1040 to 20xx ProSeries 1040." Click "Browse" next to "Transfer data files from," and browse to where you have the exported TurboTax data stored. Click on it and click "OK." A list will display.
Just-Lisa-Now-
Level 15
Sunday
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I "think" you need to pull 2023 TT over to 2023 PS, then you can transfer 2023PS to 2024PS.
Not sure if you can jump from 2023TT directly to 2024PS.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
