For Individual Income Tax Returns:

Client returns prepared in Intuit's consumer products, TurboTax or TurboTax for Mac, can be transferred to ProSeries/1040 and ProSeries Basic/1040 for the same tax year.  However, TurboTax Online files can not be transferred into ProSeries directly.  TurboTax Online files must be saved to the desktop first with a .tax201? extension.  For example .tax2018 for a 2018 TurboTax Online file.  Once the TurboTax Online file is saved to the desktop see the instructions below for "Transfer from TurboTax 1040 to ProSeries or ProSeries Basic 1040". (For steps to save TurboTax Online data file to the desktop see (How to save tax info to my computer?)

  • For TurboTax and TurboTax for Mac Individual files, the transfer converts the file to the same year ProSeries or ProSeries Basic

Important: For year-to-year carryover data to transfer such as Tax History, etc. each return must be Opened, Calculated (F9) and Saved (F10) before transferring from prior year ProSeries to current year ProSeries.

For Corporate, S Corporate, and Partnership returns:

  • Client returns prepared in Intuit's TurboTax for Business Corporate, S Corporate, and Partnership (Business returns) can be transferred to corresponding ProSeries Business returns for the next year (2017 TurboTax for Business Corporation to 2018 ProSeries Corporation)
  • For TurboTax for Business transfers Prior Year TurboTax for Business (Corporate, S-Corporate, & Partnership) to Current Year ProSeries Business Return (1065, 1120, 1120S)
  • File Names are not changed when transferring from TurboTax to ProSeries. Example: If the file was "John and Jane Doe Tax Return.tax20yy" it will transfer to ProSeries as "John and Jane Doe Tax Return.yyp" (Where YY represents the tax year and P represents Partnership).  Please use care not to overwrite existing files when transferring data files.
  • You cannot transfer from ProSeries to TurboTax.
  • If the TurboTax file name contains symbol, such as " / ", it can interfere with the transfer.
  • Passwords from Turbo Tax can also interfere with the transfer.

For steps to Backup TurboTax files please see Save a Backup Copy of Your Tax File.

For instructions, click a topic below that best describes the type of TurboTax file you wish to transfer:

Transfer from TurboTax 1040 to ProSeries or ProSeries Basic 1040

  1. Start ProSeries 1040 and insert the client's floppy disk, CD or flash drive into the appropriate drive on your computer.
  2. In HomeBase, go to the File menu, choose Transfer, then choose Transfer Clients.
  3. On the Select the type of file to transfer drop-down list, select 20yy TurboTax 1040 to 20yy ProSeries 1040. Both 20yy references will be the same year in the drop-down list. Example: 2018 TurboTax 1040 to 2018 ProSeries 1040.
  4. On the Transfer data files from line, click the Browse button.
  5. In the Browse for Folder dialog box, navigate to the appropriate drive where the tax return is stored and click OK.
  6. On the Transfer data files to line, verify that the drive and path are correct. If necessary, make changes.
  7. Highlight the client's TurboTax file (example: smith.tax2018) and click Transfer.
  8. The Transfer Log dialog box will appear on the screen. Verify that the transfer was successful and click Close.
  9. In HomeBase, highlight the transferred ProSeries file and select the File menu and choose Open Client.
  10. Once the return is open, use the F9 and F10 keys to process and save the return. Repeat this step inside of each state return attached to the return.
  11. The transferred ProSeries file will now have the appropriate file extension. Example: smith.tax becomes smith.17i, where " i" equals Individual.

 

Transfer from TurboTax 1040 for MAC to ProSeries or ProSeries Basic 1040

  1. In HomeBase, go to the File menu, choose Transfer, then choose Transfer Clients.
  2. On the Select the type of file to transfer drop-down list, select 20yy TurboTax 1040 to 20yy ProSeries 1040. Both 20yy references will be the same year in the drop-down list. Example: 2018 TurboTax 1040 to 2018 ProSeries 1040.
  3. On the Transfer data files from line, click the Browse button.
  4. In the Browse for Folder dialog box, navigate to the appropriate drive where the tax return is stored and click OK.
  5. On the Transfer data files to line, verify that the drive and path are correct. If necessary, make changes.
  6. Highlight the client's TurboTax file (example: smith.tax2018) and click Transfer.
  7. The Transfer Log dialog box will appear on the screen. Verify that the transfer was successful and click Close.
  8. In HomeBase, highlight the transferred ProSeries file and select the File menu and choose Open Client.
  9. Once the return is open, use the F9 and F10 keys to process and save the return. Repeat this step inside of each state return attached.
  10. The transferred ProSeries file will now have the appropriate file extension. Example: smith.tax2018 becomes smith.18i, where " i " equals Individual.

 

Transfer TurboTax for Business to ProSeries

  1. From the ProSeries HomeBase, go to File -> New Client.
  2. Choose the type with the same entity type (1065, 1041, 1120, or 1120S only) as the TurboTax for Business file.
  3. From the File menu, select Transfer.
  4. If a Transfer dialog box with the message "Transferring into this return will replace all data. Are you sure you want to transfer?" appears, click Yes.
  5. In the Select Return to Transfer from dialog box, change the Files of type: drop down selection at the bottom to All Files (*.*).
  6. Navigate to the drive/folder where the Turbo Tax files resides.
  7. Select the desired TurboTax file and click Open.
  8. Follow the on-screen instructions.
  9. When the transfer is finished, review the data carefully. The information from last year's return will be displayed in green.
  10. When finished, save the return.

 

Troubleshooting

"ProSeries has stopped working" error message when transferring TurboTax 2017 files to ProSeries 2017:
We have identified that an error may be produced in ProSeries when attempting to transfer a TurboTax 2017 Individual 1040 client file that contains information for the state of Virginia (VA) into a 2017 ProSeries Individual 1040. This error message was caused by an incompatible character being generated in the TurboTax client file VA state data and has been known to affect TurboTax client files created or last updated prior to 02/16/2018. TurboTax 2017 Client Files created or updated after this date should no longer produce this error message when they are transferred into ProSeries 2017. For returns created or last updated in TurboTax 2017 prior to this date will need to either be updated, opened and re-saved, in TurboTax 2017 and/or have the VA state information removed from the client file prior to transferring into 2017 ProSeries.

For additional information on how to remove a state return in TurboTax, see How do i delete my state return in turbotax desktop

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