tneasley
Returning Member

Can I upload my 2018 Turbo tax return to the professional Intuit version used by my CPA?

I complete my tax return using Turbo tax 2018, this is my first time using Turbo Tax and would like my CPA to check before filing. Since I have an electronic file can he pull this file into his professional version of Intuit?
HelenaC
New Member

Get your taxes done using TurboTax

I've personally uploaded TurboTax .tax files to  ProSeries. Proseries converts the .taxfile to a Proseries file. However, TurboTax won't be able to convert the Proseries tax file back to a TurboTax .tax file so if your CPA changes anything, you'll have to manually make the change in TurboTax. 

  • You can upgrade to a higher version but you can't downgrade to a lower version.

As for Lacerte or ProConnect Tax Online, you can give your CPA the .tax2018 tax file and see if he is able to use it with his software.

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