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How do I export tax data to a tax program?

TurboTax can read and import Quicken data quickly and easily directly from Quicken. There is nothing you need to do in Quicken to facilitate this process. Just open TurboTax and respond that you want to import your Quicken data when prompted.

Important

Tax-related transactions without a valid tax line item won't be transferred to any tax software. Run a Tax Schedule report to make sure that all your tax-related transactions use valid categories that are linked to the correct tax line items. Modify every incomplete transaction in the report. If you have purchased Quicken Business & Personal, you can also modify unspecified business expense and income transactions on the Profit /Loss page on the Business tab.

Frequently asked questions

Is there a Web version of TurboTax?

What if I use other Windows software to prepare my taxes?

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