topic How do I transfer my TurboTax .tax files in a form that is readable by ProSeries? in Get your taxes done using TurboTax

How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

weasey — Fri, 10 Jan 2020 17:38:57 GMT

Re: How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

Critter — Fri, 10 Jan 2020 17:45:24 GMT

Open ProSeries and insert the media containing the exported TurboTax data into the appropriate drive. Click "File," then "Transfer," then "Transfer Clients," and select the "20xx TurboTax 1040 to 20xx ProSeries 1040."

Developer: Intuit

How to Import Turbo Tax Data to ProSeries | Chron.com

https://smallbusiness.chron.com › import-turbo-tax-data-proseries-74306

Re: How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

jf_tp — Thu, 22 Sep 2022 23:00:36 GMT

Consistently gives error message when transferring .tax file from TurboTax Online export.

Is there any updates that work for online files? I have never had a successful transfer for these yet.

Re: How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

Critter-3 — Fri, 23 Sep 2022 00:22:36 GMT

You bought a professional program contact the ProSeries Support and ask them ... https://proconnect.intuit.com/support/en-us/help-article/intuit-product-orders/contact-proseries-help/L4UBsl4lN_US_en_US

Re: How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

mesquitebean — Fri, 23 Sep 2022 00:38:57 GMT

@ jf_tp wrote:
Consistently gives error message when transferring .tax file from TurboTax Online export.
Is there any updates that work for online files? I have never had a successful transfer for these yet.

According to TurboTax:

"TurboTax Online files can't be transferred directly into ProSeries. They must be saved to the desktop first with a .tax20YY extension. For example .tax2019 for a 2019 TurboTax Online file."

Are you downloading a *.taxYYYY data file from your Online account, such as *.tax2020, *.tax2021 for a completed return, *.tax2021 for an Online return in progress, etc.?

Once you have the *.taxYYYY data file from Online TurboTax on your computer, see this FAQ I found at the ProSeries website:

FAQ: How to transfer TurboTax returns to ProSeries

https://proconnect.intuit.com/support/en-us/help-article/convert-files/transfer-turbotax-returns-proseries/L8SZ2hpIO_US_en_US?uid=l8dqr2vw

Otherwise, as Critter mentioned, we can't help you with ProSeries in this forum. The link she provided has a direct phone number to ProSeries Support.

Re: How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

jf_tp — Fri, 23 Sep 2022 15:50:11 GMT

@Critter-3 wrote:
You bought a professional program contact the ProSeries Support and ask them ... https://proconnect.intuit.com/support/en-us/help-article/intuit-product-orders/contact-proseries-help/L4UBsl4lN_US_en_US

I have already contacted their support team. According to their end, the .tax file should work, but doesn't.

Re: How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

jf_tp — Fri, 23 Sep 2022 15:50:27 GMT

@mesquitebean wrote:
@ jf_tp wrote:
Consistently gives error message when transferring .tax file from TurboTax Online export.
Is there any updates that work for online files? I have never had a successful transfer for these yet.
According to TurboTax:
"TurboTax Online files can't be transferred directly into ProSeries. They must be saved to the desktop first with a .tax20YY extension. For example .tax2019 for a 2019 TurboTax Online file."
Are you downloading a *.taxYYYY data file from your Online account, such as *.tax2020, *.tax2021 for a completed return, *.tax2021 for an Online return in progress, etc.?

Once you have the *.taxYYYY data file from Online TurboTax on your computer, see this FAQ I found at the ProSeries website:

FAQ: How to transfer TurboTax returns to ProSeries
https://proconnect.intuit.com/support/en-us/help-article/convert-files/transfer-turbotax-returns-proseries/L8SZ2hpIO_US_en_US?uid=l8dqr2vw

Otherwise, as Critter mentioned, we can't help you with ProSeries in this forum. The link she provided has a direct phone number to ProSeries Support.

Correct, that is the same method tried but the error persists regardless. First the file is exported/downloaded from the Online file and saved to the desktop as a .tax20YY, then using that file, I attempted to transfer to ProSeries according to their instructions as well.

All attempts have ended in failure so far and the same error message. No support team have been able to assist so far.

Re: How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

mesquitebean — Fri, 23 Sep 2022 00:46:24 GMT

@ jf_tp wrote:
Correct, that is the same method tried but the error persists regardless. First the file is exported/downloaded from the Online file and saved to the desktop as a .tax20YY, then using that file, I attempted to transfer to ProSeries according to their instructions as well.

All attempts have ended in failure so far and the same error message. No support team have been able to assist so far.

I doubt we can help you much here unless a user just happens to also use ProSeries (which I don't), but what tax year specifically are you downloading from Online TurboTax and what year ProSeries are you trying to transfer it to? Are you trying to download a 2021 return in progress to finish in 2021 ProSeries? If not, what?

Re: How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

mesquitebean — Fri, 23 Sep 2022 00:54:41 GMT

@ jf_tp

ProSeries also has an active community forum of its own, but catering to tax pros. Have you tried to ask the professional accountant community there? Go to the page below and click the blue "Ask the Community" button to start a new thread in that pro forum on your issue, or use the search feature there to search previous discussions for your issue.

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/02/203

Re: How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

VolvoGirl — Fri, 23 Sep 2022 01:08:33 GMT

Are you trying to transfer the previous year online return into Pro-Series? It can't be for the same year. Like 2020 into a new 2021 return. What error message do you get?

Did you see this article? How to Transfer Turbo Tax to ProSeries

https://proconnect.intuit.com/community/convert-data-files/help/how-to-transfer-turbotax-returns-to-proseries/00/6429

Re: How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

jf_tp — Fri, 23 Sep 2022 15:50:59 GMT

@mesquitebean wrote:
@ jf_tp wrote:
Correct, that is the same method tried but the error persists regardless. First the file is exported/downloaded from the Online file and saved to the desktop as a .tax20YY, then using that file, I attempted to transfer to ProSeries according to their instructions as well.

All attempts have ended in failure so far and the same error message. No support team have been able to assist so far.

I doubt we can help you much here unless a user just happens to also use ProSeries (which I don't), but what tax year specifically are you downloading from Online TurboTax and what year ProSeries are you trying to transfer it to? Are you trying to download a 2021 return in progress to finish in 2021 ProSeries? If not, what?

The specific year in question is 2020, and it's for an amended return.

Re: How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

VolvoGirl — Fri, 23 Sep 2022 15:41:56 GMT

If you need to amend you have to amend using the same program that you filed the original return. You can not import or open a 2020 Turbo Tax file in the ProSeries 2020 program. You can only transfer from the PRIOR year. So a Turbo Tax .tax2020 file into 2021. Otherwise you will have to recreate the original 2020 return in ProSeries to amend it.

Re: How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

jf_tp — Fri, 23 Sep 2022 15:51:16 GMT

@mesquitebean wrote:
@ jf_tp
ProSeries also has an active community forum of its own, but catering to tax pros. Have you tried to ask the professional accountant community there? Go to the page below and click the blue "Ask the Community" button to start a new thread in that pro forum on your issue, or use the search feature there to search previous discussions for your issue.
https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/02/203

Yes, I have scoured the community there as well, and I'm not the first to encounter this issue. There does not appear to be a reliable resolution. Not only that, but ProSeries have previously stated that it's a TurboTax [online] problem.

The thing about the .tax file is that it works fine with TurboTax desktop, but the online files for some reason are not. Both the TT online & the desktop can export as .tax file but one works and the other doesn't. It doesn't really make sense..

Re: How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

jf_tp — Fri, 23 Sep 2022 15:51:33 GMT

@VolvoGirl wrote:
Are you trying to transfer the previous year online return into Pro-Series? It can't be for the same year. Like 2020 into a new 2021 return. What error message do you get?

Did you see this article? How to Transfer Turbo Tax to ProSeries
https://proconnect.intuit.com/community/convert-data-files/help/how-to-transfer-turbotax-returns-to-proseries/00/6429

It was for TT 2020 to PS 2020. The error message said:

"An unknown error occured while attempting to transfer (120)".

Thank you everyone for trying to assist with this issue.

Re: How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

VolvoGirl — Fri, 23 Sep 2022 15:49:42 GMT

I think you are still not getting it. You can not go from TT 2020 to PS 2020. You can only transfer a prior year TT file into the current PS. Like transfer 2019 into 2020 or transfer 2020 into 2021. Not into the same year.

Re: How do I transfer my TurboTax .tax files in a form that is readable by ProSeries?

Critter-3 — Fri, 23 Sep 2022 16:09:06 GMT

Another way to look at it ... the 2021 information can be transferred into the 2022 program but the same 2021 tax file cannot be transferred into the 2021 program OR opened by the 2021 program. This is the same for all transfers between all tax programs that allow such transfers. Although the prior year info can be "transferred" to the next tax year so the basic info is populated the tax file itself cannot be opened by a program that did not produce the original tax file.