How do I import my Quicken info into TurboTax Desktop?

If you use Quicken Desktop and TurboTax Desktop for Windows, you can import some of your info. This isn’t available for Mac. Mac customers can upload a .txf file instead (instructions here).

Follow these steps:

1. Open Quicken.
2. Make sure you've assigned tax form line items to your data in Quicken (more help).
3. Open your Quicken data file.
4. Open your return in TurboTax.
5. In TurboTax, select File, then Import, then From Accounting Software.
6. Choose Quicken. 
7. Select Continue.
8. We’ll walk you through the rest of the import process.
9. After importing, review your data to make sure it's correct.

To delete this info, select File then Remove Imported Data.