What's converted?
- Personal information (taxpayer, spouse, dependents, etc.)
- Names (interest, business, estates, partners, shareholders, etc.)
- Carryover amounts, if they can be obtained.
- Depreciation
For more specific information on the program you are converting from, see the table below:
| Other Tax Software | 1040 | 1065 | 1120 | 1120S | 1041 | What Converts? |
| ATX | X | X | X | X | Download PDF | |
| CrossLink | X | Download PDF | ||||
| Drake | X | X | X | X | Download PDF | |
| Lacerte | X | X | X | X | X | Download PDF |
| ProSeries | X | X | X | X | Download PDF | |
| CCH ProSystem FX | X | X | X | X | X | Download PDF |
| Tax Act | X | Download PDF | ||||
| TaxSlayer | X | Download PDF | ||||
| TaxWise | X | X | X | X | Download PDF | |
| TurboTax | X | X | X | X | Download PDF | |
| Ultra Tax | X | X | X | X | Download PDF |
What's not converted?
- Amounts not critical for generating next year's tax return.
- Calculated carryover amounts which cannot be obtained.
- No state information is converted.
- Tax Exempt 990 is not converted.
- Gift 709 is not converted.
