Jump to content
ATX Community

Importing 2015 TurboTax Files into 2015 Pro Series


PJCCPA

Recommended Posts

Hello, does anyone know if there is problem or if we are short of an update to be able to do this?

I did 3 1040X Amended Returns for my mother and easily transferred her Turbo Tax Files into Pro Series and I am getting her back another $7.282 in additional refunds.

However, I have a new client that wanted me to "check" her and her husbands work on a 2015 Turbo Tax File, but I keep getting an error when trying to transfer.

Any thoughts, hints, suggestions, ideas?

Thanks.

 

Link to comment
Share on other sites

I double-checked on the Official ProSeries community, and apparently other people are having this same issue with transferring 2015 TurboTax files into 2015 ProSeries.  I spent about two hours on the telephone yesterday with Customer Support, and in the end, the lady I spoke with admits that it may be a glitch for 2015's software.  We were able to Transfer this given client's 2014 TurboTax file into 2014 ProSeries, so the workaround will be rolling forward the 2014 return and inputting the 2015 numbers from scratch.  Please let me know if anyone else out there that uses ProSeries is having this issue- getting the Unknown Error message when trying to transfer,

 

  • Like 1
Link to comment
Share on other sites

By the way, this was a brand new client who did her 2015 Return with TurboTax but did not yet E-file it herself because her and her husband owes too much, so she is giving me a shot to find more deductions and lower her Tax Liability.

 

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Restore formatting

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
  • Recently Browsing   0 members

    • No registered users viewing this page.
×
×
  • Create New...