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I am not seeing the "Import from ItsDeductible" option in the Donations area for the 2016 Federal Deluxe verion.

 
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I am not seeing the "Import from ItsDeductible" option in the Donations area for the 2016 Federal Deluxe verion.

Its (mostly) working in the Online version. I tested this morning......but if you are just starting your 2016 file, you will only have interview pages showing up first that deal with your transferred forms. THEN you have to get to the ItsDeductible import by messing with the selections at the bottom of the screen until you get the full deductions menu to show up  (I hate the stupid Guide Me TTX has implemented)

i.e. click on "Check for more tax breaks"  (or words like that, you won't see that selection after the first time used) and then "Skip to see all tax breaks", then you get the full menu of deductions if you can scroll down to the "Charity Deductions" area and import when you expand that section.

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Online Software Bug Qualification:  You can only import from an ItsDeductible account that has the same UserID and password as your Online tax account.  A selection is there to use another ItsDed account, but it never connects.  Reported as a Bug already

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

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3 Replies

I am not seeing the "Import from ItsDeductible" option in the Donations area for the 2016 Federal Deluxe verion.

Its (mostly) working in the Online version. I tested this morning......but if you are just starting your 2016 file, you will only have interview pages showing up first that deal with your transferred forms. THEN you have to get to the ItsDeductible import by messing with the selections at the bottom of the screen until you get the full deductions menu to show up  (I hate the stupid Guide Me TTX has implemented)

i.e. click on "Check for more tax breaks"  (or words like that, you won't see that selection after the first time used) and then "Skip to see all tax breaks", then you get the full menu of deductions if you can scroll down to the "Charity Deductions" area and import when you expand that section.

____________________

Online Software Bug Qualification:  You can only import from an ItsDeductible account that has the same UserID and password as your Online tax account.  A selection is there to use another ItsDed account, but it never connects.  Reported as a Bug already

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

I am not seeing the "Import from ItsDeductible" option in the Donations area for the 2016 Federal Deluxe verion.

The 2016 program is still in its infancy, so that feature may not be available yet.

I am not seeing the "Import from ItsDeductible" option in the Donations area for the 2016 Federal Deluxe verion.

That feature usually is not available until January ... you have to let the year end before you import since you cannot do a partial import then do another partial ... it should be only done once when you have ALL the annual donations entered.

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