, Answering FAQ'sTurboTax Employee
You can import tax information into the TurboTax CD/Download software, which saves time and reduces errors.
Quicken: You can import Quicken 2012–2014 data directly into the Windows version of TurboTax Basic, Deluxe, Premier, and Home & Business.
- To import from Quicken 2011 or earlier, or to import into the TurboTax for Mac, you must first convert the data to a tax exchange format (.txf) file.
QuickBooks 2008–2014 data be imported into all versions of TurboTax for Windows. TurboTax for Mac doesn't support QuickBooks import.
TXF files: TurboTax Basic, Deluxe, Premier, and Home & Business can import .txf files, such as those created in Quicken or Quicken Rental Property Manager.
Mint.com: The Windows software version of TurboTax Basic, Deluxe, Premier, and Home & Business can import files tax-related forms from your Mint account. TurboTax for Mac doesn't support Mint import.
Only the tax forms that Mint has access to can be imported. If you can't import data that comes from a financial institution via Mint, you might be able to import directly from the financial institution.
See the Related Information section at the bottom for additional import-related articles.
Importing from Quicken, QuickBooks, or Mint.com
Do this before you import your Quicken, QuickBooks, or .txf files into TurboTax:
- Make sure the data you want to import is up-to-date before importing.
- (QuickBooks) Assign the tax-related items to the appropriate tax forms and lines in your return as best you can. Refer to QuickBooks help.
- (Quicken) Assign tax forms and lines to the Quicken information you want to import. We recommend running a Tax Schedule Report in Quicken to check tax form and tax line assignments before importing.
Here's how to import:
- Open your return in TurboTax.
- (TurboTax for Windows only)
- The Quicken/QuickBooks software must be on the same computer as TurboTax.
- The data file to be imported should be on your local drive (not networked).
- Open the Quicken or QuickBooks data file you want to import, and leave it open until import is complete.
- From the TurboTax File menu, select Import > From Accounting Software (Windows) or Import > From TXF Files (Mac).
- If you're importing from both Quicken and QuickBooks, import the QuickBooks data before Quicken.
- Choose the program or file you want to import data from, click Continue, and then follow the onscreen instructions.
You can also let TurboTax prompt you to import as you proceed through the relevant areas of the interview.
Can I change or delete information I've imported?
You can, but then the information in your tax return may no longer match the original data source. This may cause confusion down the road, for example if you are audited and have to recall why the information you entered differs from the original.
Instead of changing imported information, it's usually better to update the source before importing.
If you've already imported, you can re-import after you've updated it at the source (just select the replace option when prompted).
- How do I import my W-2 form?
- How do I import my 1098 or 1099 form in the TurboTax CD/Download software?
- Importing from a Quicken .txf file
- Import ItsDeductible Donations into TurboTax (Deluxe or higher)
- How does TurboTax Business handle import?
- Importing your QuickBooks data into TurboTax Business
- Why Aren't All My Banks From Mint Listed When I Try to Import Into Turbotax?
- Review, Change, or Delete Transferred or Imported Data