sec6
Level 1

Get your taxes done using TurboTax

Like others have said, the ability to import Quicken data into TurboTax has always worked well for me in the past, but it is not working at all now and it is March!  I've never used TXF files before, so I tried creating both a Capital Gains & Losses and a Tax Schedules TXF file by customizing and exporting those reports in Quicken.  However, it looks like this only creates one Capital Gains & Losses TXF that includes all accounts, while the direct import from Quicken would always allow the 1099-B transactions to be imported into separate Schedule D accounts in TurboTax, so they could be managed on an account basis.  Is this not possible with the TXF import into TurboTax?

 

I am beyond frustrated that this feature is no longer working in the 2023 TurboTax and 2024 version of Quicken Classic Business & Personal R54.16!