2019 Turbo Tax Business Failing to Import 2018 Partners

[8tgibson]

I just installed 2019 TurboTax Business and it says it imported my 2018 business return.  It displays a Confirm your Business Information which it forces you to visit/edit if there has been a change in owernership.  I tell it "NO" and continue on.  It later asks for me to enter the personal information for the 1st partner which I do but didn't have to do this in years past.  After I do it and go to add a 2nd partner, it asks me again, was there an ownership change in 2019 and I say "NO" then it gives me a RED message saying "To add a new partner, you should acknowledge that there's been a change in ownership."  But there hasn't been a change.  It's not importing the prior partner info from TurboTax Business 2018 and it won't let me add the partners manually.

What's wrong with the SW and why isn't it importing the partner information from 2018's return?

[tagteam]

I will bring this to the attention of the board moderators and administrators. 

The issue you are experiencing has been reported by at least two other TurboTax Business users.

Thank you.

[KAC1]

I have identified this type of problem (2019 Turbo Tax Business imports from 2018 TTB successfully but doesn't pull in all partners) to TurboTax team on 1/12 and provided requested diagnostic file versions for their troubleshooting.  No subsequent reply.  Called again 1/28 have two different reps and supervisors trying to walk through their guides without success.  Explain this appears to be an "undocumented software feature" (aka bug) but phone support to date can only use pre-published guides.  At this point, all previous goodwill Intuit has earned is being consumed and I will soon be looking elsewhere.  Process needs to recognize that customers do identify software problems and not assume all is well.

[8tgibson]

A mod asked me for screen shots about 4 hours ago and I provided them.  I hope we can get this resolved quickly as I need to get these taxes done and paid around $180 after taxes for their software. 

Seems like this could have been better QA'd and tested before publishing this release.  I didn't like spending 30+ minutes getting the screen shots together. 

Could you share the phone # you are calling so I can ping them too?

[tagteam]

@8tgibson Thank you for assisting Support (there is a link below from which you can get a phone number).

The major problem is they cannot reproduce the issue you are experiencing and, frankly, neither can I after having tried a number of times (I have both the 2018 and 2019 versions of the program and have quite a few test returns).

https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

[Charles Kahle]

I am having this same exact problem.  Importing a TurboTax Business 2018 file for a multi-partner LLC into TurboTax Business 2019 on Windows 10.  Most all the business information as well as prior financial information is imported.  However information on the partners and their % ownership is not imported.  

TurboTax for Business 2019 will not allow me to enter historical information for the partners, it treats adding partner information as a change in business ownership.

I have spent hours with TurboTax support on this, even uploaded copies of prior returns through their upload process.   I have heard nothing back from the support team and no one has been able to help.  I have 2 support Case #'s at this point.   Im stuck.  Any and all help is appreciated.

[tagteam]

@Charles Kahle I am not sure what can be done at this point (beyond starting an entirely new return).

The developers first have to be able to locate the source of the anomaly and reproduce it so they can institute a fix. What is problematic is the anomaly does not occur in all instances; it appears to be limited.

[KAC1]

Clearly from other exchanges this is a real issue.  If Intuit cannot resolve this import issue in a reasonable time (a week or two) and requires the user to input the other partners' information, then as a minimum they should address that inputting this data does not mean  that a change in management structure has occurred.  As is, this situation effectively puts Intuit into a position that their software is more or less useless to a business filing as a partnership (for which Intuit should offer a refund).  One would think the broad implications of this software feature to business would be recognized by Intuit and garner the highest priority in resolving.   

[premgupta2020]

I am having the same issue. I paid $120 plus tax to Costco. I tried calling TurboTax for a resolution, but their automated system is useless. Even though this issue is with TurboTax Business 2019, they want to charge me additional $30 before I can talk to anyone. If I don't get a resolution soon, I am planning to take the software back to Costco for a full refund.

A very frustrated Turbotax Business user.

[JamesG1]

I hope that this will help.

Or you can go directly to this Contact us page.  Make sure that you report the correct version of the software under Edit.  Explain as completely as you can your problem.

[premgupta2020]

I am having the same issue. I got my software from Costco, but have also tried uninstalling and then downloading from your website using my license code with no success. 

I also tried calling Turbo Tax after using the link that you have provided, using a support ID that was given to me. However, when I call, the automated system says that the specialist will call me back because of a long wait. A specialist did call me back, but she could not hear me. This has happened twice, and the phone issue is not on my end. 

Can you help? I would like to have get a solution as soon as possible.

Thanks!

[LittleP]

I'm having the same problem with my Subchapter-S shareholder information.  Can't add shareholders without it saying there is a change of business.  Has anyone tried to mannually enter the information?  Or just go ahead with one Shareholder, then go back and change the information?

[tagteam]

@LittleP If you have tried all of the suggested workarounds (of which there are not many), then you are probably just better off waiting for an fix, in the form of an update from TurboTax which, hopefully, is coming soon.

[Charles Kahle]

@tagteamThanks for your input but what makes you think a fix is in the works?  I need to get my K1 documents out to the organizations partners in the near future.  As far as I know and have heard, TurboTax won't work for my org this year due to this problem.  I have spent hours on the phone with support, sent samples of my tax files but never hear back from anyone at Intuit nor gotten acknowledgement that this is a problem that exists nor that a fix is in the works.  

Does anyone on this discussion know of alternative tax prep software packages for small businesses and LLCs?  I have used TurboTax for so many years now I have not kept up with what alternatives might exist.

[tagteam]

@Charles Kahle The developers have requested various information, tax files, screenshots, etc. from those affected by this issue. Obviously, they need to be able to reproduce the anomaly before they can rectify it. 

Frankly, rather than looking for an alternative, it might actually be easier to start a return in TurboTax from scratch while waiting for a fix. If, for whatever reason, they cannot resolve the issue, at least you will have a backup method of filing your return.