- Import into TurboTax Desktop (Personal)
Import into TurboTax Desktop (Personal)
You can import tax information from Quicken, QuickBooks, and other financial sources into the desktop version of TurboTax, which saves time and reduces the chance for errors.
 | Note: See Importing into TurboTax for complete information on what you can and cannot import into TurboTax. If you are importing into TurboTax Business, please refer to the article Import from QuickBooks into TurboTax Business. |
TurboTax prompts you to import information in various places throughout the interview, rather than importing everything at once. This gives you greater control over what is imported into your return.
Import from financial software
Do this before you import from Quicken, QuickBooks, or .txf files into TurboTax:
- If you were planning to transfer last year's tax return as well, make sure to do that before importing.
- Enter all your financial information into your financial software before importing.
- Assign the tax-related items in your financial program to the appropriate tax forms and lines in your return. Refer to your financial program for instructions on how to do this.
- Import any QuickBooks information before you import from Quicken.
- If importing from Quicken or QuickBooks 2007, 2008, or 2009 for Windows:
- Be sure the Quicken or QuickBooks software is installed on the same computer where you'll be using TurboTax.
- Open the Quicken or QuickBooks data file you want to import. In QuickBooks, this would be the company file (.qbw file name extension).
Here's how to import from financial software:
- Start a new return or open your existing return in TurboTax.
- From the TurboTax File menu, select Import and then select From Accounting Software.
- On the Choose a Program to Import From (Windows) or the Tell Us Where to Get Your Tax Information (Mac) screen, select the program that you want to import data from. If importing from a .txf file, select Other Financial Software (TXT file). Click Continue.
- (TurboTax for Windows) If importing from Quicken or QuickBooks, open Quicken or QuickBooks, then open the file you want to import. Then, in TurboTax, click Import Now.
- If importing from a .txf file, select the file you want to import. If you don't see the file in the list, click Browse To Find File (Windows) or Browse (Mac). Select your file from the location where you stored it, then click Open.
- Click Import Now (Windows) or Continue (Mac).
- Select the information you want to import into TurboTax, and then click Import Now.
- Repeat these steps for each file that you want to import to the program.
Import from financial institutions
Do this before you import Forms 1099, 1098, W-2, or other information from your financial institution, mortgage lender, or payroll provider into TurboTax. See also About Importing W-2 and other Financial Information.
- Your financial institution, mortgage lender, or payroll provider must be one of our participating institutions.
- You must have an online account with your financial institution, mortgage lender, or payroll provider, and you'll need to have access to your login information.
- For W-2s, you'll need your employer's identification number (EIN), found in Box B of your W-2.
Here's how to import data from your financial institution:
- Start a new return or open your existing return in TurboTax.
- From the TurboTax File menu, select Import, and then select From Financial Partner.
- On the Search Your Bank or Broker for Import (Windows) or the Tell Us Where to Get Your Tax Information (Mac) screen, select your financial institution and click Continue.
- Repeat these steps for each financial institution you want to import from.
Troubleshoot import issues
If you encounter issues or errors while importing, see Importing Errors and Issues.
