Current Quicken for window (11) generates an error message when TurboTax tries to import. Also the Tax Reports it generates won't export as a TXF file...not listed as an option.
- posted
2 months ago
Current Quicken for window (11) generates an error message when TurboTax tries to import. Also the Tax Reports it generates won't export as a TXF file...not listed as an option.
Reports / Tax / Tax Schedule / Export report data... doesn't have an option to "Report to tax export file"?
Pete
It does not have that option any more
Figured it out. If you do REPORTS>Tax only some of them have TXF options. I was doing it for Schedule A, which does not. If you do it for Tax Schedule it does, but then you have to customize. This is a change because I had in my Saved Reports all the things I wanted, which used to export, but now don't. All very annoying because TT & Quicken are still not talking directly. PLEASE FIX
What Quicken Edition? (Premier, for example?)
What Release (in the form Rnn.nn)?
See Help > About Quicken.
What year version of TurboTax?
Was Quicken running when you tried the import? And was the appropriate Quicken file open in Quicken?
Exactly what is the error message? Is there also an error number?
Did you check to see if TurboTax received ANY data from Quicken after the attempted import?
See this Community Discussion:
Selectable TXF export year
While much of the discussion is not exactly about your problem, a couple of posts near the end suggest that you may be out of luck.
You might want to "Follow" that Community Discussion to get notified when there are new posts.
John,
For my import into Turbo Tax from Quicken, I used Reports / Tax / Tax Schedule / Export report data... icon / Report to tax export file.
The Tax Schedule report allows the choice of date range. Doesn't this satisfy the OP's need?
Thanks, Pete
As I understand it, no.
Your approach will export a TurboTax usable file, but it will contain the entire Tax Schedule.
The op wants to export individual Tax Schedules (such as Schedule A) to TurboTax. That is not possible with the current releases of Quicken.
I have no way to verify whether that was ever possible. My old installed versions of Quicken are of the Deluxe edition, which did not have separate Tax Schedule reports.
FWIW: I just found and installed an old Q2012 H&B.
In Q2012, none of the individual tax schedules (A, B and D) can be exported to a tax file (a file with the .TXF extension): only the complete Quicken Tax Schedule and the Capital Gains reports can do that.
So I it appears there has been no change in Quicken as far as exporting from tax reports to tax files is concerned.
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