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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?
1 Reply
HelenaC
New Member

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

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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