[ Archived ] How To Transfer Tax Information From Quicken Essentials to TurboTax

  1. While in Quicken Essentials, click on File on the top menu bar.
  2. Choose Export Tax Report....
  3. The auto-generated name of Essentials_TaxExport_(Today’s Date), can either be used or changed.
  4. Choose the location you wish to save the file.
  5. Choose your Tax Year from the Tax Year drop-down menu.
  6. Click Save export the tax report (.txf).

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.