I get the error "import from quicken failed. please try again". Is this a known bug?

Forum|Forum|2 years ago
January 18, 2024
1 reply
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Turbotax H&B 2023, Quicken R53.32, Windows 10.

TurboTax Online

CatinaT1

Level 15

See if this helps.

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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af00a73e5007Author

Level 2

Thanks!

The TXF import works for the "regular" tax schedules.

However, Capital Gains data gets imported as one big 1099-B statement without differentiation between brokerages and accounts. The direct import from Quicken used to break down Capital Gains into the accounts which made it easy to match with the brokerage statements.

My underlying question was if this (the import from Quicken) is a known problem that Intuit is working on fixing or if I am on my own.

CatinaT1

Level 15

This process is a work around. The issue is known but I would guess it is not high priority since you can import and should import from the Broker directly.

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