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sethsat
Level 1

How do I send QuickBooks Self-Employed tax data to its corresponding TurboTax Self-Employed if I have a different Turbo Tax account with a different sign-in?

 
4 Comments 4
LollyNino_C
QuickBooks Team

How do I send QuickBooks Self-Employed tax data to its corresponding TurboTax Self-Employed if I have a different Turbo Tax account with a different sign-in?

A warm welcome to the Community, @sethsat

 

If you need to keep both accounts, there's a workaround. You need to download your reports from QuickBooks Self-Employed and manually enter the info into TurboTax Self-Employed.

 

Step 1: Get your reports from QuickBooks Self-Employed

  1. Sign in to QuickBooks Self-Employed.
  2. Go to the Reports menu.
  3. Find the Tax details report and select the correct tax year.
  4. Select Download and save the report somewhere you can easily find it.

Step 2: Manually enter the info into TurboTax Self-Employed

  1. Open a new browser window and sign in to TurboTax Self-Employed.
  2. Start or resume your tax filing.
  3. When you reach the section about income, use your Tax details report to complete the fields.
  4. Finish filling your taxes.

You can refer to this article for the detailed steps and instructions: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live.

 

If you need any more information on QuickBooks Self-Employed, feel free to reach out here.

sethsat
Level 1

How do I send QuickBooks Self-Employed tax data to its corresponding TurboTax Self-Employed if I have a different Turbo Tax account with a different sign-in?

Thank you for the quick and helpful response.  Is there also a way to migrate the tax data from my previous TurboTax account to my new QB+TurboTax Self-Employed account?

sethsat
Level 1

How do I send QuickBooks Self-Employed tax data to its corresponding TurboTax Self-Employed if I have a different Turbo Tax account with a different sign-in?

Thank you for the quick and helpful response.  Is there also a way to migrate the tax data from my previous TurboTax account to my new QB+TurboTax Self Employed account?  

MJoy_D
Moderator

How do I send QuickBooks Self-Employed tax data to its corresponding TurboTax Self-Employed if I have a different Turbo Tax account with a different sign-in?

It's our pleasure to help, @sethsat.

 

I can share some insights to help you migrate your data from your previous TurboTax account to this new TurboTax Self-employed account. 

 

To help you migrate your data from your previous TurboTax account to this new TurboTax Self Employed account, I suggest reaching out to TurboTax support or posting this to the TurboTax community. They can check your account in a secure environment and provide you with the step-by-step process of moving the data from one account to the other. 

 

You can reach their Customer Support by going to this link: support.turbotax.intuit.com/contact/. Or post it on their Community site through this link: TurboTax community.

 

Let me know if there's anything that I can help with your QuickBooks Self-Employed account by leaving a reply below. Take care and have a wonderful day!

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