Downloading 2011 security transactions into turbo tax 2011

Jan 02, 2012 5 Replies

Please help... I am using windows 7 and quicken 2012 premier. and turbo tax premier. I have several hundreds of transactions saved and download.in TXF file format. After I download tax related information into turbo tax 2011 most of the items are listed, but with exceptions. The securities transactions-.. .mutual fund and stock amounts are left blank .However, .I can see the transaction details when I click on the word details. I am unable to download individual purchase and sale information into the tax form.



Hi, Fen.

Time warp? ;^}

Now that we are in January, "this year" is no longer 2011, but 2012. You may need to adjust the dates on any reports - or exports. Some variations on this theme appear at about this time each New Year.

RC

-- R. C. White, CPA San Marcos, TX (Retired. No longer licensed to practice public accounting.) snipped-for-privacy@grandecom.net Microsoft Windows MVP (2002-2010) (Using Quicken 2012 Deluxe R 3 and Windows Live Mail in Win7 x64)

Please help... I am using windows 7 and quicken 2012 premier. and turbo tax premier. I have several hundreds of transactions saved and download.in TXF file format. After I download tax related information into turbo tax 2011 most of the items are listed, but with exceptions. The securities transactions-.. .mutual fund and stock amounts are left blank .However, .I can see the transaction details when I click on the word details. I am unable to download individual purchase and sale information into the tax form.

Hi, Fen.

Time warp? ;^}

Now that we are in January, "this year" is no longer 2011, but 2012. You may need to adjust the dates on any reports - or exports. Some variations on this theme appear at about this time each New Year.

RC

-- R. C. White, CPA San Marcos, TX (Retired. No longer licensed to practice public accounting.) snipped-for-privacy@grandecom.net Microsoft Windows MVP (2002-2010) (Using Quicken 2012 Deluxe R 3 and Windows Live Mail in Win7 x64)

Please help... I am using windows 7 and quicken 2012 premier. and turbo tax premier. I have several hundreds of transactions saved and download.in TXF file format. After I download tax related information into turbo tax 2011 most of the items are listed, but with exceptions. The securities transactions-.. .mutual fund and stock amounts are left blank .However, .I can see the transaction details when I click on the word details. I am unable to download individual purchase and sale information into the tax form.

"Fen" wrote in news:LJidnf9w9bG2VJzSnZ2dnUVZ snipped-for-privacy@neonova.net:

Do you have to use txf? When TTax first came out with direct import it was kind of sketchy, but these days I think direct import is 100% more reliable than importing txf.

scott s. .

Please help... I am using windows 7 and quicken 2012 premier. and turbo tax premier. I have several hundreds of transactions saved and download.in TXF file format. After I download tax related information into turbo tax 2011 most of the items are listed, but with exceptions. The securities transactions-.. .mutual fund and stock amounts are left blank .However, .I can see the transaction details when I click on the word details. I am unable to download individual purchase and sale information into the tax form.

Hi, Fen.

Congratulations! And Thanks.

RC

-- R. C. White, CPA San Marcos, TX (Retired. No longer licensed to practice public accounting.) snipped-for-privacy@grandecom.net Microsoft Windows MVP (2002-2010) (Using Quicken 2012 Deluxe R 3 and Windows Live Mail in Win7 x64)

After many hours attempting to accomplish this transfer I finally was able to reach someone at Intuit and was able to confirm the software is incomplete. Yes, a new download later this week is supposed to fix this problem. They claim they have been waiting on the IRS to finalize all information and forms.. I was very glad to learn this information and hope it might be useful to others. Have a grate day and be a blessing.

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required