Selectable TXF export year

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Levoy H
Levoy H SuperUser ✭✭✭✭✭
edited November 2023 in Reports

Just got my TTax 2023 so I could get a head start on my taxes. When I went to export my TXF file for import I realized that Q was going to create the file for LAST year (ie, 2022), but I needed the report for THIS year (2023). It shouldn't be all that difficult to create the option for a current year report.

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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    TTAX can read your Q data file directly … so why bother with the TXF export?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    Which report are you exporting?

    As far as I can see they all allow for selecting 2023 (the ones that can export a TXF file).

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  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    File > Export warns it will export last year's data.

    Maybe setting the PC's clock to 2024 temporarily might work.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    Tax Schedule Report: Current Year selected, clicking Export button → Export to tax report file:

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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    But why bother to export???

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    One reason might be that TurboTax 2023 is ready import from Quicken yet. At this point they have a lot of functionality turned off.

    I'm still using TurboTax 2022 for my 2023 predictions because they have yet to make all of the forms, I use available in TurboTax 2023.

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  • Levoy H
    Levoy H SuperUser ✭✭✭✭✭
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    Tried that - it didn't work. Got an error telling me to use TXF. Like others have said, maybe that function isn't ready yet.

  • Levoy H
    Levoy H SuperUser ✭✭✭✭✭
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    Ran the report from the File→File Export→Export TurboTax Tax Schedule Report.

    Response is "Quicken will export data from the previous year." There is no way to select a year.

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    TTAX ability to read Q is, apparently, not ready yet.

    Q ability to export 2023 tax info is, likewise, not ready yet.

    Looks like you're just going to have to wait.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP