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2017 TurboTax Conversion

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Level 1
last updated ‎December 07, 2019 8:31 AM
We need to amend a 2017 TurboTax 1040.  We have the file, but the IMPORT > Client Data Conversion is grayed out.

Help! (July 17, 2019)
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Level 15
last updated ‎December 07, 2019 8:31 AM

I believe you have to send the file to Lacerte, then *they* convert it & return it to you.

And I'm not 100% sure that Lacerte can/will convert TurdoTax files like ProSeries does.

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches

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Highlighted
Level 15
last updated ‎December 07, 2019 8:31 AM

I believe you have to send the file to Lacerte, then *they* convert it & return it to you.

And I'm not 100% sure that Lacerte can/will convert TurdoTax files like ProSeries does.

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches

View solution in original post

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Highlighted
Level 15
last updated ‎December 07, 2019 8:31 AM

See this article for how to use the Conversion Wizard to submit data files to Intuit: https://accountants-community.intuit.com/articles/1862053-about-the-tax-data-conversion-wizard

See this article for details of what will be converted from TurboTax data files: https://accountants-community.intuit.com/articles/1860958-turbotax-to-lacerte-converted-items

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