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Note for Online Software Users:
IF your ItsDeductible account has a UserID that is different from the UserID you are using for your tax account, then, when you attempt to download your ItsDeductible data , it will either
... a) not find an account, or
.... b)...perhaps open the ItsDeductible file that does have the same UserID, but it's not the one that you used to store your 2016 data in.
______________________________
While the early releases of the software appeared to indicate that you can import ItsDeductible data from an account with a different UserID, that option is currently not working and may not be allowed this year.
Going forward, should you decide to continue to use ItsDeductible, I would encourage you to only record your ItsDeductible donations in an account that has the same UserID as your tax account.
Unfortunately, this is going to cause you extra manual entry work this year, putting your donations directly into the tax software, unless you want to wait a month or two to see if TTX developers or management decide to change it.....no promises that they will.
(Desktop software users do not have this limitation)
Note for Online Software Users:
IF your ItsDeductible account has a UserID that is different from the UserID you are using for your tax account, then, when you attempt to download your ItsDeductible data , it will either
... a) not find an account, or
.... b)...perhaps open the ItsDeductible file that does have the same UserID, but it's not the one that you used to store your 2016 data in.
______________________________
While the early releases of the software appeared to indicate that you can import ItsDeductible data from an account with a different UserID, that option is currently not working and may not be allowed this year.
Going forward, should you decide to continue to use ItsDeductible, I would encourage you to only record your ItsDeductible donations in an account that has the same UserID as your tax account.
Unfortunately, this is going to cause you extra manual entry work this year, putting your donations directly into the tax software, unless you want to wait a month or two to see if TTX developers or management decide to change it.....no promises that they will.
(Desktop software users do not have this limitation)
MESSAGE TO INTUIT
Your answer to the Its Deductible is absolutely unacceptable. With only 30+ days to file how
are we going to manually re-enter data into ITS Deductible. I just printed out the worksheets for
2018 Cash and Non-cash contributions. It is over 100 pages long. SO get on the ball. My personal CPA
says Turbo Tax should be able to extract all that data from 2018 and upload it to the 2018 file.
Show me why I had to pay more this year(Turbotax Premier) when Turbotax Deluxe has been adequate
for the past five years.
[removed]
Turbo Tax user for at least 12 yeaars
The post above is from 2019. Are you receiving a specific error or message when you try to download ItsDeductible? I have also seen others note that if you are using a VPN, that disabling the VPN fixed this issue.
If your ItsDeductible account has a UserID that is different from the UserID you are using for your tax account, then, when you attempt to download your ItsDeductible data , it will either
... a) not find an account, or
.... b)...perhaps open the ItsDeductible file that does have the same UserID, but it's not the one that you used to store your 2019 data in. "
SteamTrain Level 15"
If you are using a Mac Download/CD version, these TurboTax Help articles address problems importing from ItsDeductible.
If still no luck, please reach out to us with any additional information, that will help us get this issue resolved for you.
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