Doing a TurboTax Deluxe, how do I import ItsDeductible

pamcole2 · ‎May 31, 2019

Website says go to Import on the menu, it is not there.

SteamTrain · ‎May 31, 2019

See the pictures below to figure out how to Navigate to it

_______________________

Note for Online Software Users:

IF your ItsDeductible account has a UserID that is different from the UserID you are using for your tax account, then, when you attempt to download your ItsDeductible data , it will either

... a) not find an account, or

.... b)...perhaps open the ItsDeductible file that does have the same UserID, but it's not the one that you used to store your 2016 data in.

______________________________

While the early releases of the software appeared to indicate that you can import ItsDeductible data from an account with a different UserID, that option is currently not working and may not be allowed this year.

Going forward, should you decide to continue to use ItsDeductible, I would encourage you to only record your ItsDeductible donations in an account that has the same UserID as your tax account.

Unfortunately, this is going to cause you extra manual entry work this year, putting your donations directly into the tax software, unless you want to wait a month or two to see if TTX developers or management decide to change it.....no promises that they will.

(Desktop software users do not have this limitation)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

View solution in original post

SteamTrain · ‎May 31, 2019

See the pictures below to figure out how to Navigate to it

_______________________

Note for Online Software Users:

IF your ItsDeductible account has a UserID that is different from the UserID you are using for your tax account, then, when you attempt to download your ItsDeductible data , it will either

... a) not find an account, or

.... b)...perhaps open the ItsDeductible file that does have the same UserID, but it's not the one that you used to store your 2016 data in.

______________________________

While the early releases of the software appeared to indicate that you can import ItsDeductible data from an account with a different UserID, that option is currently not working and may not be allowed this year.

Going forward, should you decide to continue to use ItsDeductible, I would encourage you to only record your ItsDeductible donations in an account that has the same UserID as your tax account.

Unfortunately, this is going to cause you extra manual entry work this year, putting your donations directly into the tax software, unless you want to wait a month or two to see if TTX developers or management decide to change it.....no promises that they will.

(Desktop software users do not have this limitation)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

hutchinsdrucilla · ‎February 11, 2021

i do not see any pictures. I have the same ID for turbo tax and its deductible but none of the instructions fit my screen. no matter what instructions i try to follow, my screen does not show tools, etc. HELP

SteamTrain · ‎February 11, 2021

@hutchinsdrucilla

This post was transferred in from another tax year...and the computer folks failed to transfer the picture files in to may answer in the new community Q&A system..

You should usually your own...entirely NEW question, providing details of exactly what you are looking for, and perhaps someone could answer it for you...but I'll guess you are looking for the following (if you are using "Online" software:

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