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coverting a 2019 turbo tax file (online version) to proseries

JOHNNYCPA
Level 3

I am having trouble converting a turbo tax online  tax file to proseries basic.  This file is not a desktop tax file.  it is the online web tax file.   I just want to save time in keypunching, etc.

 

the file extension is   tax2019

 

can someone help me?

 

John

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2 Replies 2
Just-Lisa-Now-
Level 15
Level 15

I feel like I remember reading that you need the TT Desktop version file to convert to a PS file.

 


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
dascpa
Level 9

Save the file in your ProSeries data file directory.

In ProSeries click on Transfer icon.

In #1 select 2019 TurboTax 1040 to ProSeries 1040.

In #2 change the directory of where the file is from your prior year data file to your current year data file.

In #4 select the client (it should be the only one).

In #5 Begin transfer.

Remember to change your directory back in #2 afterwards to the prior year data directory.