topic Quicken tax lines don't carry over to TurboTax in Get your taxes done using TurboTax

Quicken tax lines don't carry over to TurboTax

alex95014 — Mon, 09 Mar 2026 08:50:09 GMT

On TurboTax, when it comes to medical expenses, there are a number of separate screens that allow you to separately identify lab work, physical therapy, and the like.

These expenses are already and separately identified in Quicken, but when they - and other similar expenses - are imported from Quicken into TurboTax, all these expenses get lumped into one screen and the required visibility is lost.

It may be too late to make this improvement (for Quicken tax lines to correctly be identified in TurboTax) but I sure would like to see this be added going forward in TurboTax.

Re: Quicken tax lines don't carry over to TurboTax

Mike9241 — Tue, 08 Mar 2022 04:46:41 GMT

probably because the IRS does not require details. your task is not that complicated. use the Quicken report to get a total of medical expenses then compare it to what Turbotax imported. if the numbers agree there's nothing more that's needed. those separate categories in Quicken are not reported to the IRS.

by the way, Qucken and Intuit are now separate independent companies.

Re: Quicken tax lines don't carry over to TurboTax

habrattland — Sat, 03 Feb 2024 01:33:28 GMT

YES, EXPAND THE MEDICAL DEDUCTIONS ACCORDING TO THE VARIOUS SUB-ITEMS. WE IMPORT THE DATE THEN HAVE TO CUT AND PASTE TO MAKE THE APPROPRIATE ITEMS APPEAR UNDER THE SUB CATEGORIES. i HAVE BEEN A USER MORE THAN 30 YEARS AND WAITING FOR AN UPGRADE IN THIS AREA. APPARENTLY YOUR PROGRAMMERS DON'T SEE THE PROBLEM...TOO YOUNG TO HAVE MEDICAL DEDUCTIONS!!

Re: Quicken tax lines don't carry over to TurboTax

alex95014 — Wed, 21 Jan 2026 23:07:42 GMT

Hi Mike,

Sorry for the delay in responding to what you wrote.

I wasn't very clear. Yes, the IRS doesn't require the details, but to make it easier, TurboTax (which I know is a separate company) does show by subcategory what was entered the prior year. So, if Quicken were to provide subcategories, that would make it easier to import into TurboTax.

Here's an example of a subcategory that TurboTax uses: Prescription drugs, X-rays, doctors, dentists, and so on. Quicken also has subcategories, so to my way of thinking, if Quicken has subcategories and TurboTax uses subcategories, then let's have Quicken export by subcatgory and not just jumble all the data together.

Finally, as more and more of us get older, our medical expenses become large and using subcategories will make it easier to spot anomalies between what is being imported this tax year versus seeing what what used last year.