Select the method you used to file last year and use the help links and instructions to transfer your PDF and to change your filing status (like single or married filing jointly), if different.
Keep in mind:
- The PDF needs to be your 1040 or 1040-SR
- The program accepts PDFs from a range of providers, such as HR Block, Credit Karma, TaxAct, ezTaxReturn, TaxSlayer, or Liberty Tax/Tax Brain
We support a wide number of other providers and keep expanding our capabilities.
In certain situations, the program might not accept a PDF, such as when it's password-protected, when it's a scan of a hard copy rather than an electronic PDF, or in certain other cases. If this happens, we'll guide you through typing in your info.
How do I import QuickBooks into the TurboTax CD/Download for Windows?
TurboTax for Windows Basic, Deluxe, Premier, and Home & Business versions can import directly from the QuickBooks Desktop software.
If you're looking to import QuickBooks into TurboTax Business, see this article instead.
- Make sure the QuickBooks software (downloadable or CD) is installed on your computer, along with TurboTax.
- Your QuickBooks data file should be saved to your local drive, not on the network or cloud.
- Make sure you've finished entering the tax year's financial info in QuickBooks, and that you've assigned tax lines to your accounts.
- During the import, leave QuickBooks is running and keep your QuickBooks data file open.
- Open (continue) your tax return in TurboTax.
- From the TurboTax File menu in the upper-left corner, select Import > From Accounting Software.
- If you're importing from both Quicken and QuickBooks, import from QuickBooks first.
- Select QuickBooks, click Continue, and follow the onscreen instructions.
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