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Re: How to transfer returns from ProSeries to Turbo tax

larryzfp
Level 3

I am getting out of the tax preperation business but would like to continue to do my personal taxes. Is it practical to keep Pro Series just for my tax return or manually switch to Pro Series?

Any ideas would be appreciated. 

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Just-Lisa-Now-
Level 15
Level 15

You can't.  Files can go from TT to PS, but not the other way around, sorry.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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2 Comments 2
Just-Lisa-Now-
Level 15
Level 15

You can't.  Files can go from TT to PS, but not the other way around, sorry.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IntuitRebecca
Moderator
Moderator

Seconding Lisa's response, there's no way to transfer a whole return from ProSeries to TurboTax. If your return is relatively simple, though, you may be able to transfer your basic info into next year's TurboTax for Windows once that program is available. 

Whenever I install TurboTax on a computer that has ProSeries (or Lacerte) clients, the program automatically finds these files and asks if I want to start a tax return from them. This article also has instructions on starting a new return by transferring info, and what amounts typically get transferred.

- Rebecca