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greenroom-brecqu
Level 1

I sent my tax checklist info to Turbo Tax. Once I logged in to Turbo Tax and started filing I noticed the info from the checklist was incomplete. How do I resend the info

 
1 Comment 1
Rea_M
Moderator

I sent my tax checklist info to Turbo Tax. Once I logged in to Turbo Tax and started filing I noticed the info from the checklist was incomplete. How do I resend the info

Hello there, @greenroom-brecqu.

 

Let me share details on how you can resend your tax checklist information from QuickBooks Self-Employed (QBSE) to TurboTax. This way, you'll be able to complete your tax details and file the correct amount.

 

Once you send your tax checklist from QBSE to Turbotax, you'll no longer have the option to resend it. However, I'd recommend contacting our Customer Support team. They have the option to allow you to re-export your data to TurboTax and walk you through in filing your self-employed taxes.

 

Before doing so, please refer to the different types of support we offer at Intuit and its availability to accommodate your business schedule.

  1. Go to the Assistant menu.
  2. Type in "Talk to a human".
  3. Choose a way to connect with us: Post a question, Start a chat, or Get a callback.
  4. Enter all the needed details.
  5. Click Continue.

 

Once you're allowed to resend your tax data, you can refer to this article for the step-by-step guide in completing the process: How do I send my QuickBooks Self-Employed tax information to TurboTax?. It contains information both for bundled and non-bundle customers.

 

Furthermore, you can refer to this article to learn more on how to complete the tax checklist and create a file of all your tax documents in QBSE: QuickBooks Self-Employed annual tax guide. It also provides special notes for our tax bundle customers.

 

Please let me know if you have other concerns. I'm just around to help.

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