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ltllctax
Level 1

2020 tax data from QB Self Employed not transferring?

 
1 Comment 1
MirriamM
Moderator

2020 tax data from QB Self Employed not transferring?

Thanks for reaching out to the Community forum, @ltllctax.

 

When transferring data from QuickBooks Self-Employed (QBSE) to TurboTax, there are things that you need to review to avoid any difficulties. These are the following: 

  • You're not logged in to any other QuickBooks product while exporting the data.
  • The TT version should TT Self-Employed and TT live Self-Employed only. 
  • There's no entered data before you started exporting.
  •  Should start the export process from the QBSE.
  • The tax checklist is completed in the Annual taxes tab.
  • Answer the questionnaire perfectly.

For more details about this, see this article: Quickbooks-Self Employed data won't transfer to TurboTax Self-Employed.

 

Once everything is verified but still, no data was transferred, I recommend reaching out to our Customer Care Team. They can check your account and further investigate the root cause of the issue. 

 

 Here's how to reach them:

  1. Go to the Assistant menu from the top bar.
  2. Enter Talk to a human and select I still need a human.
  3. You'll now be provided with support options that are available at that time.
  4. Choose if you'd like to Message an agent or Get a callback

Check the following article for more information about the different types of support we offer and its availability: Contact QuickBooks Self-Employed Support.

 

If there's anything else I can help you with, let me know by commenting below. I'll be here to answer it for you. Have a great day.

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