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edavidprimeauto
Level 1

How do i transfer my tax information from quicbooks to turbo tax?

 
1 Comment 1
MaryAnn_E
QuickBooks Team

How do i transfer my tax information from quicbooks to turbo tax?

Let me help you transfer your information to TurboTax, @edavidprimeauto.

 

To connect both programs, let’s make sure you’re using the same login credentials. You can only send your information to Turbo Tax if you're subscribed to the tax bundle.

 

For the bundled plan, follow the steps below:

 

  1. Sign in to QuickBooks Self-Employed.
  2. Go to the Tax Checklist.
  3. Choose Let's wrap things up then Review final tax summary.
  4. Select Send my info to TurboTax. When prompted, double-check your Turbo Tax sign-in info.
  5. Click It's OK to send my info. This will redirect you to the Turbo Tax page.
  6. Click Continue to validate your Self-Employed information on the Turbo Tax page.

 

Once done with the self-employed questions, you'll see the data that's been transferred. Then QuickBooks Self-Employed sends your total income to TurboTax.

 

To check for the non-bundle information, here's an article: Send your tax info to TurboTax Online (Self-Employed or Live)

 

For your reference, you can check this article on how to file your taxes in QuickBooks Self-Employed: QuickBooks Self-Employed - Annual taxes guide

 

Feel free to leave a comment below if you have additional questions on connecting to TurboTax. I’m here to help you further.

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