Solved: Quicken to TurboTax importing problem
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Level 1

Quicken to TurboTax importing problem

When importing Quicken to TurboTax, most info imports properly but pension income does not. The tax line assignment (1099-R: Total pension taxable dist.) appears to be correct. What could be wrong? 

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Accepted Solutions
Level 15

Quicken to TurboTax importing problem

The 1099-R section is currently non functional  ... if you are using the downloaded version you can switch to the forms mode and make a direct entry. 

View solution in original post

4 Replies
Level 15

Quicken to TurboTax importing problem

What you enter each month in the Quicken program is not necessarily what will be on the 1099-R so you must wait for the 1099-R before entering in that information  OR  import from the retirement plan directly.   Don't expect quicken to have the correct  info to import.  

Level 1

Quicken to TurboTax importing problem

Thanks for your comments. I am just estimating taxes at this point, so would still like to import the Quicken data. I plan to update it later when my 1099-R becomes available.

Level 15

Quicken to TurboTax importing problem

The 1099-R section is currently non functional  ... if you are using the downloaded version you can switch to the forms mode and make a direct entry. 

View solution in original post

Level 15

Quicken to TurboTax importing problem

When you use Quicken you have to make do with what it gives you.

Important to cross check the results against your actual tax documents (expected or in-hand).

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