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Level 2
June 22, 2020
Question

How do I transfer prior year's tax returns from ProSeries Professional to ProConnect?

  • June 22, 2020
  • 1 reply
  • 13 views
I have been using ProSeries Professional for 20  years and am seriously considering switching to ProConnect. However, I need to be absolutely sure that I can transfer over 200 2019 federal and state tax returns.
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1 reply

George4Tacks
Level 15
June 22, 2020

https://proconnect.intuit.com/community/help-articles/help/proconnect-tax-online-conversion-information/00/4576

Try a conversion for 2018 and see how it works. You can try the software for free.

Word of caution, input is verrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrry different. Be sure to give it a try before committing. Do the 2018 conversion, transfer to 2019, recreate the return and see how much fun you have. You can do everything EXCEPT print or e-file for FREE! (not accounting for time spent)

Answers are easy. Questions are hard!
Level 2
June 22, 2020

Thank you sooooo much for your quick response, and I appreciate your tips and humor as well!

George4Tacks
Level 15
June 22, 2020
If it ain't fun, don't do it.
Answers are easy. Questions are hard!