I have options you can follow to transfer data from your QuickBooks Self-Employed (QBSE) to Turbo Tax, @franeg. I'm here to help you out.
If you wish to maintain your current Turbo Tax Self-Employed account, you can reach out to our support team for assistance in setting up a new QBSE company and integrating it with your Turbo Tax account. They're trained to help you in moving your data from your existing QBSE account to the new one.
Alternatively, if you prefer to continue using your QBSE account as it is, it's best to get in touch with our customer care team. They will be able to assist you in determining what data can be moved to the account you wish to keep using.
Once everything is settled, you can follow now the usual steps for sending your data to your Turbo Tax account.
Additionally, if you want to keep both accounts, you'll need to manually enter the information into Turbo Tax Self-Employed after downloading your reports from QBSE.
Step 1: Retrieve your reports from QuickBooks Self-Employed
- Log in to your QBSE company.
- Go to the Reports menu and find the Tax details report.
- Ensure you've chosen the correct tax year.
- Click Download and save the report on your computer where you can easily find it.
Step 2: Enter manually the details to your Turbo Tax Premium
- Open a new window, then sign in to your account.
- Set up or continue your tax filing.
- Use your Tax details report to fill in the income section.
- Complete the process of filing your taxes.
You can scan this article for reference: Send QuickBooks Self-Employed tax data to TurboTax Self-Employed using different sign-in info.
To learn more about federal self-employment taxes and how QBSE helps you estimate your tax payments, you can read this article: Automatically estimate your income tax in QuickBooks Self-Employed.
I'll be around if you have further questions about moving your data from QBSE to Turbo Tax. Just click the reply button if you have one.
