, Answering FAQ'sTurboTax Employee
Although you can import Quicken 2012–2014 data directly into the Windows version of TurboTax Basic, Deluxe, Premier, and Home & Business, you'll need to import from the Tax Exchange Format (.txf) file in certain situations, including:
- Importing Quicken 2011 or earlier data into TurboTax for Windows;
- Importing any Quicken data into TurboTax for Mac;
- If your Quicken and TurboTax data are on different computers; or
- If you're having problems importing directly from Quicken.
- TurboTax Online and TurboTax Business do not support Quicken or .txf file import.
- TurboTax does not support importing .txf files for ESPP sales.
- For capital gains (other than ESPP sales), create a separate .txf file so you can import it to the Schedule D in TurboTax Premier or Home & Business.
- Open Quicken and follow the directions on the Quicken support site to create the .txf file.
- Open your return in TurboTax.
- From the TurboTax File menu, select Import > From Accounting Software (Windows) or Import > From TXF Files (Mac).
- Follow the on-screen instructions to import your .txf file.
- Importing in the TurboTax CD/Download Software
- Review, Change, or Delete Transferred or Imported Data