Importing a TurboTax File

Forum|Forum|6 years ago
January 22, 2020
3 replies
13 views

I have a new client with no historical data in Lacerte. I need to prepare a 2018 amended return for this client and she has provided me with two files from TurboTax: 1) a .tax2018 and 2) a pdf file. Can I import one of these files into the 2018 Lacerte software to more easily prepare the amended return? If so, how?

Lacerte Tax

This topic has been closed for replies.

IntuitAustin

Level 10

You can convert a Turbo Tax file to a Lacerte file by going to Import > Client Data Conversion > Submit Client Data for Conversions. Go through the wizard and choose the applicable inputs so our conversion team can successfully convert the file.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Accept as solution"

A

adspadcpaAuthor

Level 2

Thank you for your assistance. I apologize for the delay in my reply. Your instructions have been helpful. What I have done thus far has worked. I’ll let you know if I have further questions. Thank you.

K

Kutzie

Level 2

Is there a charge for converting a turbo tax file into quickbooks

K

Kutzie

Level 2

is there a charge for importing a turbo tax file into lacerte?