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Tax Schedule TXF file availability/location

After saving the Tax Schedule TXF file where do I go in Quicken to find it to import it into my 2020 tax software? The "Save In" selections in Quicken's Save Report window are very limited.

Best Answer

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    edited March 22 Accepted Answer
    Frankx I don't see "Planning" in my Quicken menus.
    Okay - then instead:

    1) Go to: "Reports" > "Tax" > "Tax Schedule";
    2) Change the "Year" drop down to "2020" (in this case);
    3) Click on the "Export Report Icon on Top Right;
    4) Choose "Report to tax export file";
    5) Choose your favorite location and hit "Save"

    That will produce your *.txf file.  Make sure you note the location you save it to.

    Frankx


    Quicken H&B-Subscription - Ver. R29.20 - Build 27.1.29.20  - Windows 10 Home - Ver. 2004
                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    edited March 22
    Have you tried doing a C-drive search for *.txf in Windows Explorer?  That's what I had to do when I couldn't find it in my Quicken folder and sub-folders.  I can't remember where it was saved but it was not where I would have expected Quicken to save it.
    (QW Premier Subscription: R32.12 on Windows 10)
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    edited March 22
    Jay E Holderer

    It is easy enough to simply create a new file from Quicken.

    1) Go to: "Planning" > "Tax Center";
    2) On the far right hand side at the bottom click on the :Show Tax Schedule Report" button;
    3) Change the "Year" drop down to "2020" (in this case);
    4) Click on the "Export Report Icon on Top Right;
    5) Choose "Report to tax export file";
    6) Choose your favorite location and hit "Save"

    That will produce your *.txf file.

    Frankx


    Quicken H&B-Subscription - Ver. R29.20 - Build 27.1.29.20  - Windows 10 Home - Ver. 2004
                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -
  • Jay E Holderer
    Jay E Holderer Member ✭✭
    Frankx I don't see "Planning" in my Quicken menus.
  • Jay E Holderer
    Jay E Holderer Member ✭✭
    edited March 22
    Boatnmaniac, that sounded like it would have worked but what I saved didn't show up in the results. Thanks you .
  • Quicken Anja
    Quicken Anja Moderator mod
    edited March 22
    Hello @Jay E Holderer,
    Frankx I don't see "Planning" in my Quicken menus.
    If you don't see the Planning tab, it's possible you may not have it preselected to display with the other tabs. To check, please navigate to View > Tabs to show > Select Planning

    I hope this helps!
    -Quicken Anja
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    edited March 22 Accepted Answer
    Frankx I don't see "Planning" in my Quicken menus.
    Okay - then instead:

    1) Go to: "Reports" > "Tax" > "Tax Schedule";
    2) Change the "Year" drop down to "2020" (in this case);
    3) Click on the "Export Report Icon on Top Right;
    4) Choose "Report to tax export file";
    5) Choose your favorite location and hit "Save"

    That will produce your *.txf file.  Make sure you note the location you save it to.

    Frankx


    Quicken H&B-Subscription - Ver. R29.20 - Build 27.1.29.20  - Windows 10 Home - Ver. 2004
                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -
  • Jay E Holderer
    Jay E Holderer Member ✭✭
    Frankx. Thank you, that worked. I really appreciate it.
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    @Jay E Holderer

    Just glad I was able to help.  Take care!

    Frankx


    Quicken H&B-Subscription - Ver. R29.20 - Build 27.1.29.20  - Windows 10 Home - Ver. 2004
                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -
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