Importing from spreadsheet or other file format?

Forum|Forum|6 years ago
September 25, 2019
1 reply
22 views

Is it possible to import into turbotax (any version) different tax line items from a spreadsheet or other file format? For example, if I record all my business income and medical expenses in Excel can I create 1 column with the amounts and 1 column with the Turbotax reference line item (or Federal tax return form/line item) so as to import the data?

I know Turbotax can import from brokers but I want to create a file myself that can import into Turbotax. This is not to import the previous year taxes but current year tax information.

Thanks.

TurboTax

VolvoGirl

Level 15

No. But you can import from Quicken or QuickBooks.

VolvoGirl

Level 15

And only the Desktop CD/Download program can import .txf files. TurboTax CD/Download software (except TurboTax Business) can import from any program that creates .txf files, such as Quicken or Quicken Rental Property Manager.

You can import directly from Quicken or from a .txf File.

How to import a .txf file to Windows Desktop,

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-from-the-txf-file/00/25642

TurboTax CD/Download software (except TurboTax Business) can import from any program that creates .txf files, such as Quicken or Quicken Rental Property Manager.

ffchou2020

Level 2

my bank sent me excel spread sheet for 2022 transactions--TT does not have that bank on direct access--I was told by them most tax software accepts uploading of reported (to IRS) data from their excel summary...how do I do that with TT? thank you