How To Transfer Tax Information From Quicken to TurboTax

TurboTax asks for your Quicken information during the TurboTax EasyStep Interview process so, if you're using TurboTax software, you don't need to do go through a special process to import your information from Quicken. If you would like to export data to TurboTax manually or are using other tax preparation software, you can create tax schedule and capital gains reports and export them to a .TXF file. The capital gains report shows Schedule D tax information, and the tax schedule report shows information for the remaining tax schedules.

To create a tax schedule or a capital gains report:

1. Choose Reports menu > Tax > Tax Schedule or Capital Gains.
2. Click Customize in the upper-right corner of the report to customize the report to show the data you want to export to your tax software.
3. Verify that the data is accurate, and make any necessary changes.
4. Choose Export Data > To tax export file.
5. In the Save in field, select a location for the file.
6. In the File name field, enter a name for the file, and click Save.
7. Refer to the manufacturer's instructions for your tax software for information about how to import the .TXF file that was created.

Note: TurboTax Online no longer supports Quicken import. To import tax information from Quicken, use the TurboTax Desktop software. Click here for additional information on how to import tax information into TurboTax.

Running Quicken Essentials for Mac?  Click here.