I've used Block's product for many years but decided it's time to change.
I have various documents. Assuming I switch to TurboTax 22, should I import *Tax Return.T21 or the similarly named PDF?
Also, I assume the capital gains files created in 2022 in Quicken will import nominally.
Thank you in advance.
I had hoped that Intuit would provide a type of presale support.
How to transfer last year’s return? https://ttlc.intuit.com/questions/1900883
Select the method you used to file last year and use the help links and instructions to transfer your PDF and to change your filing status (like single or married filing jointly), if different.
Keep in mind:
We support a wide number of other providers and keep expanding our capabilities.
In certain situations, the program might not accept a PDF, such as when it's password-protected, when it's a scan of a hard copy rather than an electronic PDF, or in certain other cases. If this happens, we'll guide you through typing in your info.
TurboTax for Windows Basic, Deluxe, Premier, and Home & Business versions can import directly from the QuickBooks Desktop software.
If you're looking to import QuickBooks into TurboTax Business, see this article instead.
See this TurboTax support FAQ for transferring prior year tax data to the current year TurboTax desktop edition for Windows - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-2021-turbotax-windows/L0JcyjyrG_US_en_US?uid=lafh8o1t
See this TurboTax support FAQ for transferring prior year tax data to the current year TurboTax desktop edition for a Mac - https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/transfer-last-year-return-2021-turbotax-software/L0SKCGkzn_US_en_US?uid=lafhanik
See this TurboTax support FAQ for transferring prior year tax data to the current year TurboTax online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=lafhb5dq
If I were to import the PDF of last year's return, what info does it not import compared to importing the *.T21 file? Wouldn't it make more sense to import the tax file instead of the PDF?
Almost nothing transfers from a PDF ... best to use the .tax file if you can... read the FAQs ...
You asked about Quicken but the answer was for QuickBooks. Here's info on Quicken
You can only import Quicken into the Windows Desktop program.
https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-from-quicken-into-turbotax-cd-download-basic-deluxe-premier-or-home-business-for/00/26389
You can only import Quicken directly into the Turbo Tax Windows Desktop program and not to the Online version. If you need to transfer Quicken to Turbo Tax for Mac or to older Windows tax returns you need to export your Quicken data as a txf file. (Neither TurboTax Online nor TurboTax Business supports imports from the .txf file.)
https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-from-the-txf-file/00/25642
Here's some more info on Transferring from 2021.
What Turbo Tax version are you planning to use? Turbo Tax Online version or the Desktop CD/Download program? TurboTax Online and the Mac Desktop program only supports PDF transfers, if you used other tax software last year.
You can try to transfer the actual data file from H R Block or TaxAct into the Windows Desktop program. See
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-2021-turbotax-windows/L0JcyjyrG_US_en_US?uid=lafk94my
See…..Transferring from TurboTax for Windows, H&R Block, or TaxACT
To Transfer from the PDF……
You need to have the actual electronic pdf file not a printed or scanned copy. But a pdf only transfer very basic info like your name and AGI. It would be just as easy to manually enter all your info. So it's probably not worth even trying to transfer it.
Has anyone actually done the PDF transfer from HRBLOCK 2021 into Turbo Tax Deluxe desktop 2022?
I'm new to Turbo Tax. Did the transfer from HRBLOCK, and my last year's AGI came out wrong. Instead of $50,000, it was $1,150,000. The AGI line from 2021 is line # 11, so it seems like it's taking the line # and adding that into the amount. That will prevent me from e-filing if not corrected. That's the first thing I see so who knows what else is wrong. Not a comfortable feeling when using software for the first time.
Any suggestions?