Quicken for Windows: How To Transfer Tax Information From Quicken to TurboTax (2024)

†Discounts are calculated based on the annual price. The final price may differ from the monthly discounted price multiplied by 12 months. All offers are for the first year only when you order directly from Quicken by October 11, 2023, 11:59 PT. Offer good for new memberships only. Subscription billed annually. Offers listed above cannot be combined with any other offers. Offer does not apply to Quicken Starter. Upon the end of your membership term, the subscription will automatically renew at the then-current rates, unless you or we terminate this agreement.

Quicken is a registered trademark of Rocket Mortgage, LLC, used under license. iPhone, iPod, iPad Touch are trademarks of Apple Inc., registered in the U.S. and other countries. Android is a trademark of Google Inc. Dropbox, PayPal, Yelp, and other parties’ marks are trademarks of their respective companies. Terms, conditions, features, availability, pricing, fees, service and support options subject change without notice. Corporate Headquarters: 3760 Haven Avenue, Menlo Park, CA 94025

Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. Online services require internet access. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2018.

Standard message and data rates may apply for sync, e-mail and text alerts. Visit https://www.quicken.com/go/apps for details. Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2015 and above desktop products.

  1. Purchase entitles you to Quicken for the term of your membership (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken Membership Agreement. You can manage your subscription at your My Account page.

If you are redeeming the free Quicken Starter product through the purchase of TurboTax, and you are currently in an active Quicken subscription and not within 6 months of your renewal date, you will have to return to this page within 6 months of renewal in order to redeem. Additionally, note that if you are currently subscribed to Quicken Deluxe, Quicken Premier or Quicken Home & Business, by redeeming the free Quicken Starter product, you will lose some of the features that are associated with your current higher-tiered product.

Quicken for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.

30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. See https://www.quicken.com/30dayguarantee for full details and instructions.

Quicken for Mac software and the Quicken App are not designed to function outside the U.S.

The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores. Please keep in mind third parties may use a different credit score when evaluating your creditworthiness. Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income.

VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners.

All 2018 and newer versions of Quicken entitle users to 5GB of free Dropbox storage while subscription is in effect.

EQUIFAX is a registered trademark of Equifax Inc. The other Equifax marks used herein are trademarks of Equifax Inc. Other product and company names mentioned herein are property of their respective owners.

Portfolio tracking included with Quicken Premier and Quicken Home & Business on Windows.

Payment links are only available for Quicken Home & Business.

Certain features not supported on mobile apps.

Illustrations © Adam Simpson. All rights reserved.

© 2024 Quicken Inc. All rights reserved. Quicken is a registered trademark of Intuit Inc., used under license.

Quicken for Windows: How To Transfer Tax Information From Quicken to TurboTax (2024)

FAQs

Quicken for Windows: How To Transfer Tax Information From Quicken to TurboTax? ›

To import your . txf file into your TurboTax software: Open (continue) your return in TurboTax. From the TurboTax File menu in the upper-left corner, select Import followed by From Accounting Software (Windows) or From TXF Files (Mac).

How to import tax file into TurboTax desktop? ›

To import your . txf file into your TurboTax software: Open (continue) your return in TurboTax. From the TurboTax File menu in the upper-left corner, select Import followed by From Accounting Software (Windows) or From TXF Files (Mac).

How to transfer TurboTax to new computer? ›

If you are using TurboTax CD/Download, then you will need to copy your tax return files from your old computer to a USB drive, or a cloud storage system. Then use the drive/cloud storage with your new computer and copy the files there.

Are TurboTax and Quicken the same company? ›

Quicken is a totally different company from TurboTax for the last 2-3 years.

Is Quicken free with TurboTax? ›

I use Quicken starter edition. I get a free copy each year when I buy Turbo Tax.

How to import from Quicken to TurboTax? ›

To import:
  1. With your tax return open in TurboTax, select Import, then From Accounting Software from the File menu. ...
  2. Select Quicken, then Continue, and follow the onscreen instructions.
  3. Finally, if for whatever reason you're unable to import using this method, you can always import from the Quicken .
Jan 26, 2024

How to import tax documents to TurboTax? ›

Note: If your TurboTax navigation looks different from what's described here, learn more.
  1. Sign in to your TurboTax account. If you're already signed in, select Documents on the left menu.
  2. Select your desired tax year.
  3. Select Upload and select the document you want to upload.
  4. Select Done or Upload another tax form.

Can TurboTax import old tax returns? ›

You can transfer basic information if your 2022 PDF is a 1040 return generated through TurboTax, H&R Block, or TaxACT software (Form 1040-SR is not supported for PDF transfer) A tax data file will provide a more complete import.

Where are TurboTax files stored in Windows 10? ›

By default, TurboTax saves tax files in the My Documents TurboTax folder. After locating the tax file in its folder, open your tax return using the same version of TurboTax for that year. For example, open your 2022 return in the TurboTax 2022 program and your 2021 return in TurboTax 2021 .

How to transfer TurboTax files? ›

Make sure your new computer has TurboTax installed on it. Connect a thumb drive or other portable device to your old computer. Copy or move your tax data file to the device. (We recommend copying instead of dragging and dropping.)

How many people still use Quicken? ›

Making a difference for over 20 million customers

Since its initial launch 40 years ago, Quicken has remained the #1 best-selling personal finance software on the market with the same mission: to help our customers lead healthy financial lives.

Does Quicken exist anymore? ›

Quicken will remain a desktop program and your data will continue to be stored on your computer. Quicken has cloud services if you'd like to sync to and use the Quicken Mobile App or Quicken on the Web, but this is optional. If you'd like more information on the Quicken Cloud, click here.

What is the relationship between Quicken and Intuit? ›

Intuit, the owner of QuickBooks, sold Quicken in 2016. It's now owned by Aquiline Capital Partners.

Can I keep using Quicken without a subscription? ›

if you do not renew the subscription, there is no download capability. You can't download from your banks, securities, etc. you have a glorified checkbook which you will have to manually enter all the transactions. you also don't get the benefit of any future features or enhancements.

What tax program works with Quicken? ›

Generate tax reports with Quicken's built-in options, or customize reports for your unique needs. Then, export your data to TurboTax!

Can you use Quicken to do your taxes? ›

Quicken supports all US tax schedules, so you can add categories for any schedule even if Quicken isn't displaying any categories for that specific schedule. To do so, you may wish to consult the IRS website for Forms & Instructions to be sure you match your categories to the correct schedules.

Can TurboTax online import from desktop? ›

If you filed your return with TurboTax last year, we can save you time this year. That's because TurboTax can easily transfer information from last year's tax return. Just follow the prompts. We'll help you find last year's tax file on your computer, or pull it in from your TurboTax Online account.

Can I import W-2 into TurboTax desktop? ›

You have the option to import your W-2s into TurboTax. This feature is quick, easy, and automatically puts your information in the right places on your tax return. product that supports the W-2 import feature - TurboTax Deluxe, Premier, or Home & Business.

Can TurboTax online import .tax file? ›

Select Open Tax Return from the File menu (Windows) or TurboTax menu (Mac), browse to the location of your . tax or tax data file (not the PDF), select it, and then click Open.

Why can't I import my W-2 into TurboTax? ›

Employer's EIN (Employer Identification Number) is missing. Control Number (W-2, box D) is missing. Box 1 amount is missing (try substituting the YTD or Year to Date gross federal wages amount from your final 2023 pay stub). Employer's payroll service isn't a TurboTax Import Partner.

Top Articles
Latest Posts
Article information

Author: Barbera Armstrong

Last Updated:

Views: 5951

Rating: 4.9 / 5 (59 voted)

Reviews: 90% of readers found this page helpful

Author information

Name: Barbera Armstrong

Birthday: 1992-09-12

Address: Suite 993 99852 Daugherty Causeway, Ritchiehaven, VT 49630

Phone: +5026838435397

Job: National Engineer

Hobby: Listening to music, Board games, Photography, Ice skating, LARPing, Kite flying, Rugby

Introduction: My name is Barbera Armstrong, I am a lovely, delightful, cooperative, funny, enchanting, vivacious, tender person who loves writing and wants to share my knowledge and understanding with you.