If you use a financial software program to track your finances, you can save time by importing tax-related transactions into this year's return. TaxCut lets you import information from the most popular and newest versions of financial software programs. You can use this information as a starting point for this year's return, which can shorten the process of preparing your tax return.
We recommend that you import financial data into a new, blank return. If you import information from a financial program into an existing return, the import overwrites entries you have already made in your tax return.
No matter which financial program you use, there are two ways you can import your financial information into TaxCut:
Using the Interview
Using the File menu
If you're using an earlier version of Quicken or Money or a different financial program, before you can import information into TaxCut, you must first create an export file from the financial program you are using.
See the topics below for specific instructions on importing data from the programs listed.
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In the Interview, TaxCut asks you to select topics that apply to you. Topics with imported data have been pre-selected for you. To edit or delete imported data, you must go to the corresponding topic and use the Edit or Delete button. TaxCut will automatically take you to the topics with imported data as you go through the Interview.