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Importing a 2022 Turbo Tax file into ProSeries Professional

Jim-from-Ohio
Level 11

I think it can be done.. if I have the 2022 Turbo Tax file on my desktop, what do I click to bring it into ProSeries.. Thank you!

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IRonMaN
Level 15

You click the transfer button, but I think you need to use 2022 ProSeries to do it, then transfer to 2023.


Slava Ukraini!

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4 Comments 4
IRonMaN
Level 15

You click the transfer button, but I think you need to use 2022 ProSeries to do it, then transfer to 2023.


Slava Ukraini!
rbynaker
Level 13

That's my understanding as well.

2022 TT --> 2022 PS
Create/check the state return(s) (I don't think they transfer)
2022 PS --> 2023 PS

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Jim-from-Ohio
Level 11

@IRonMaN did you ever try it..

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IRonMaN
Level 15

Never have, but I know I've seen that transfer as an option when I have transferred returns in the past.


Slava Ukraini!
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