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How to transfer TurboTax returns to ProSeries

by Intuit•3• Updated 7 months ago

Before you start:

Individual tax returns from TurboTax desktop or TurboTax for Mac can be directly transferred to ProSeries Professional or ProSeries Basic for the same tax year.
Starting in tax year 2023 you can now import individual tax returns that were created in TurboTax Online in the same tax year.
Returns prepared in TurboTax for Business: Corporate, S Corporate, and Partnership (Forms 1065, 1120, and 1120S) can be transferred to corresponding ProSeries Business returns for the next year. For example, a 2019 TurboTax for Business Corporation can be transferred to a 2020 ProSeries Corporation.
You can’t transfer from ProSeries to TurboTax.
File names will look a little different after transferring from TurboTax to ProSeries. For example, if the file was "John and Jane Doe Tax Return.tax20YY" it'll transfer to ProSeries as "John and Jane Doe Tax Return.YYp" The difference is that ProSeries adds a character to the file extension to show the type of return.
If the TurboTax file name contains a symbol, such as / , it can interfere with the transfer.
Remove any password protection on the TurboTax file you're transferring. See here for instructions.

This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.

Transfer Individual (Form 1040) returns:

If the TurboTax file was created in TurboTax online see How do I save my TurboTax Online return as a tax data file before starting.

Open ProSeries.
Make sure no clients are highlighted by selecting the None button on the toolbar.
From the File menu, choose Transfer, and then select Transfer Clients.
On the Select the type of file to transfer dropdown list, select 20YY TurboTax 1040 to 20YY ProSeries 1040. Both 20YY references will be the same year in the dropdown list.
On the Transfer data files from line, click on Browse.
Browse to where you saved the TurboTax file and select OK.
Select your client's TurboTax file (example smith.tax2020) and select Transfer.
The Transfer Log will appear. Verify that the transfer was successful and press Close.
Open the return in ProSeries.
Press F9 then F10 to recalculate and save the return. Repeat this step inside of each state return your client has.

Transfer TurboTax for Business to ProSeries Professional:

Open ProSeries to the HomeBase.
Make sure no clients are highlighted by selecting the None button on the toolbar.
From the File menu, choose New Client.
Choose the same type (1065, 1120, or 1120S only) as the TurboTax for Business file.
From the File menu, select Transfer.
If you see "Transferring into this return will replace all data. Are you sure you want to transfer?" appears, select Yes.
In the Select Return to Transfer from box, change the Files of type dropdown selection at the bottom to All Files (*.*).
Browse to where you saved the TurboTax file.
Select the desired TurboTax return and select Open.
Follow the on-screen instructions.
When the transfer is complete, review all data carefully. The information from last year's return will be displayed in green.
Press F10 on your keyboard to save the return.

ProSeries Basic 2017ProSeries Basic 2018ProSeries Basic 2019ProSeries Basic 2020ProSeries Professional 2017ProSeries Professional 2018ProSeries Professional 2019ProSeries Professional 2020

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