ANDY-TAX
Level 1

Hi there,

  I spoke to account support and found a solution to this issue. (George, he's awesome!)

First you need to open your Turbo Tax 19 returns and remove the passwords from each return.

Then rename and save the Turbo Tax 19 return files using the same format that Pro Series uses.  Last four letters of last name with last four digits of the client SS# (ex.  LOMB6969 ).  Save to your desktop or drive.

Close Turbo Tax 2019 completely. 

NOTE :  You may need to update permissions on the TT19 files to transfer (read and write)

Open Pro Series

At Homebase go to 'File'

Then Transfer and 'Transfer Clients'

Pick '2019 Turbo Tax 1040 to 2019 Pro Series 1040' from dropdown Menu

Pick where you saved your TT19 files (Desktop or Disk location)

Try to transfer all.

If you get the permission's error after transfer you need to start a new file in Pro Series for that client.  Just add name and email address so it shows up on your homepage.

Click open the client you just created on Pro Series.

Go to File, then Transfer Client and you should see this box open up

 
 

Hit OK and it should populate the client in PS.  Make sure you save each client after doing this each time.

Hope this helps!

 

 

 

0 Cheers