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Level 2

Question

Import from Quicken failed. Please try again!

Forum|Forum|2 years ago
January 12, 2024
9 replies
65 views

I just updated to the latest version of TurboTax Premier (023.000.0367) with the hopes of being able to import directly from Quicken Classic Premier (R53.32) so that data for Schedule D is captured. I keep getting the message "Import from Quicken failed. Please try again." I get this error message whether the Quicken file is open or closed. Prior to this latest version of TurboTax, I was getting a message that Quicken import was not ready and to use the .TXF file exported from Quicken.

Level 15

Information reported on the Sch D & 8949 should be imported from the broker directly when it is available sometime in February.

Perk75Author

Level 2

True, but this shouldn't derail the whole import process.

Level 15

It appears you need to look under Reports in Quicken.

Under Reports> Tax> Tax Schedule

The icon next to the printer when hovering over it says Export Report Data to Different Formats.

There is an option for Report to Tax Export File (TXF).

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Level 2

I am having the same issue with Turbotax deluxe (023.000.0-367) and Quicken Deluxe (R53.32)