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blackfatlover
Level 1

How to make sure that data imported from Intuit Quickbooks to Turbotax go under my husband's name instead of my name (Intuit Quickbooks is related to his business, but I am the head of household in our tax-returns)?

 
3 Comments 3
Charies_M
Moderator

How to make sure that data imported from Intuit Quickbooks to Turbotax go under my husband's name instead of my name (Intuit Quickbooks is related to his business, but I am the head of household in our tax-returns)?

Glad you came here for support, blackfatlover.

 

The data imported from QuickBooks Self-Employed (QBSE) to Turbotax will automatically go under the name of the owner of the Turbotax account.

 

Moreover, if your QBSE account and TurboTax are already connected, the data imported will fall under the name used in QBSE.

 

You may find this article helpful to learn about the process of getting your self-employed tax info into TurboTax Self-Employed or TurboTax Live: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live.

 

The Community will always have your back if you need anything else while managing estimates. Have a good one.

blackfatlover
Level 1

How to make sure that data imported from Intuit Quickbooks to Turbotax go under my husband's name instead of my name (Intuit Quickbooks is related to his business, but I am the head of household in our tax-returns)?

Our QBSE is connected to our Turbotax account. The problem is that the QBSE has my husband's data, while the Turbotax account has my name as head of household. If we import QBSE data into Turbotax, it will not go under my husband's name but under mine. And that is not what we want. How to prevent that to happen?

Tori B
QuickBooks Team

How to make sure that data imported from Intuit Quickbooks to Turbotax go under my husband's name instead of my name (Intuit Quickbooks is related to his business, but I am the head of household in our tax-returns)?

Hey there, @blackfatlover

 

Thanks for following up with us. I'm happy to provide additional insight into your concerns. 

 

As mentioned by my colleague above, your QuickBooks Self Employed will need to match the setup of your Turbo Tax account. Otherwise, the information you import from QuickBooks won't match what you have in Turbo Tax properly. You may check out the article provided above for further information about this process. 

 

Please let me know if you have any questions or concerns. I'm happy to lend a hand. Take care and have a wonderful day! 

 

 

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