TurboTax

Mike's Avatar

Mike

04 Jul, 2018 01:24 PM

Can I download my information to TurboTax ? [ I'm trying to quit Quicken - it's tough after all of these years ]

  1. Support Staff 1 Posted by Ian O on 04 Jul, 2018 01:35 PM

    Ian O's Avatar

    Hi Mike,

    The TXF export extension can be downloaded from here for Moneydance:
    http://moneydance.com/download/extensions/txfexport.mxt

    After that, you can install it in Moneydance by going to Extensions -> Manage extensions, then clicking the Add from File button and selecting the extension to install. Please be sure to not rename the extension, as it needs to have that file name to install properly.

    That extension will allow you to export your tax information to a file that you can then import with TurboTax.

    Please let me know if I can be of further assistance.

    Ian O
    Infinite Kind Support

  2. 2 Posted by Mike on 04 Jul, 2018 02:25 PM

    Mike's Avatar

    WOW That was fast reply time. Thanks for the info. Your reply time will make me more comfortable to jump into the MoneyDance pool.

    Another question: How do I delete the Data sets that I've been playing with once I start really using MD ?

  3. Support Staff 3 Posted by Ian O on 04 Jul, 2018 02:27 PM

    Ian O's Avatar

    No problem Mike, happy to help. You can find the steps to delete a data set outlined in this article.

    Please let me know if you require any further assistance.

    Ian O
    Infinite Kind Support

  4. 4 Posted by Mike on 04 Jul, 2018 02:32 PM

    Mike's Avatar

    WOW again. Thanks Ian ! [ BTW I enjoy your Spam protection questions ]

  5. Support Staff 5 Posted by Ian O on 04 Jul, 2018 02:37 PM

    Ian O's Avatar

    No problem Mike. I'll close this discussion for now, but don't hesitate to get back in touch if you have further questions or need any assistance.

    Ian O
    Infinite Kind Support

  6. Ian O closed this discussion on 04 Jul, 2018 02:37 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac