I might add that if there is a choice between say importing from your financial institution, and Quicken, you want to go with importing from the financial institution. And only import those, or even just generate a report for entering them into your tax program. In that case I would concentrate on getting those transaction properly categories. It is might a different story if you had started 2021 with Quicken, and over the year carefully recorded your expenses and such but trying to do this for a whole year just before taxes just to import some numbers into TurboTax is going to be a whole lot more work than just trying to get the numbers determined in different ways, like getting a report from you credit card account(s).īut like I said the exception might be business expenses that you really can't get a good report on any other way. I might have to get 100 transactions categorized (with the tax lines correct) to get one number on a 1099, which I can just manually enter instead of importing it.

It is the 1099s and such that are 'official' Quicken's numbers aren't. Mostly what TurboTax needs is totals that will be on your 1099s and such. It is much more efficient to do your taxes in your tax program this year than to try to get everything correct in Quicken just so you can import it into TurboTax.

Get your taxes done right anytime from anywhere. Up to a 50 head start on your taxes with year-over-year data transfer of your prior TurboTax return. With the exception of any expenses that can't be determined in a different way, like say some business expenses, I would never do what you are attempting to do. Import, upload, and snap photos of your W-2, 1099, and 1098 forms, answer simple questions about your life, and e-file securely from your device.

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