Can't Import TurboTax Deluxe 2025 into Quicken Deluxe R65.29

cyberphile · February 10

Quicken Deluxe R65.29 reports "TurboTax Import Failed! (Error 2). See post from 2024 for the same error. I've already reported this to the Quicken Phone Support team and referenced the CTP number from the post below.

The file name I tried to import was C:\2025.tax2025. It doesn't get much shorter than that.

https://community.quicken.com/discussion/7947462/turbotax-import-failed-error-2-tax-year-2023-turbotax

[Edited - Enabled Link]

Quicken Kristina · February 10

Hello @cyberphile,

Thank you for letting us know you're encountering this issue. I checked on the ticket from that previous discussion you linked, and I can see that ticket was marked resolved. I checked to see if there are any open tickets for the issue and did not find any.

I reviewed your interaction with Support to confirm what troubleshooting has been done.

So that I can get this issue forwarded to the proper channels for further investigation and resolution, as you offered on your call with Support, please replicate the issue in a new file, then navigate to Help>Report a Problem and send a problem report with log files attached to assist with the investigation.

Please post to this discussion to let me know when the problem report is sent.

Thank you!

(CTP-16319)

Jim_Harman · February 10

We seem to get Error 2 when importing TurboTax files every year. Something changes in every year's TurboTax file that causes Quicken to reject it. In past years, it has taken until June or July before Quicken is fixed so it can import the previous year's file.

Error 5 is a problem with the file name. If you get that error, make a copy of the TurboTax file with a different name or copy it to another directory before importing. It appears that the problem is that when TurboTax saves the file, it creates another copy with a tilde in front of the name and this confuses Quicken's import.

cyberphile · February 11

@Quicken Kristina

Hello Kristina,

I have just uploaded a Problem Report as you requested from a clean install of Quicken R65.29 in a virtual Windows 11 machine.

Quicken Kristina · February 13

Thank you for your reply,

Thank you for sending the problem report. It will help our teams investigate the issue!

MGB · February 17

I have the same situation trying to import TurboTax file into Quicken Premier, Receiving error 2. I have also shortened the file name to 2025.tax2025 and it did not help

Quicken Kristina · February 24

Hello @MGB,

Thank you for letting us know that you're also encountering this issue and for sending a problem report. I added you to the ticket.

Thank you!

Quicken Kristina · March 13

Hello @cyberphile & @MGB,

To help investigate the issue, our team is asking you to please send a copy of your tax export file.

Thank you!

cyberphile · March 13

@Quicken Kristina

I'm not sure what you mean by a "tax export file." My issue is importing the TurboTax .tax2025 file into Quicken and not the other way around.

That said, I have created a basically empty TurboTax .tax2025 file and tested importing it into an new, test Quicken data file. This is for security reasons. I still get the same import error with Quicken R66.23.

Please advise as to how you wish me to send the test .tax2025 file. I can send the new, test Quicken datafile if desired.

Quicken Kristina · March 13

Thank you for your reply,

If you can, sending it via a problem report would be ideal. If it doesn't allow that type of file, let me know, and I can send you a secure link to upload the attachment.

Thank you!

Jim_Harman · March 13

@Quicken Kristina To be clear, this issue is not about exporting Quicken data to TurboTax, it is with Quicken reading and importing a user's 2025 TurboTax (whatever.TAX2025) file so that the data can be used by the Tax Planner.

If you try to import your .TAX2025 file from the working Turbotax directory, you get Error 5. As discussed above, there is a file name conflict with if the file is in that directory. This is a longstanding error that has never been addressed.

If you make a copy of the file with a different name or copy it to another directory, you get Error 2. This error comes up every year and requires some change to Quicken to allow it to accept the previous year's TurboTax data.

Jim_Harman · March 13

I created a very simple TurboTax file for a person whose only income is $100,000 of salary, with no deductions, and tried to import it into a Quicken test file and it gets an Error 2. I have sent that via Report a Problem.

Note I had to change the extension from .TAX2025 to .TXT in order to send it.

If the TurboTax file does not come through, send me a link and I will send it that way.

Quicken Kristina · March 13

Hello @Jim_Harman,

Thank you for providing that information! I forwarded it to our teams.

Thank you!

cyberphile · March 13

@Quicken Kristina

I just uploaded my test files as part of a Problem Report and I also had to add a .txt extension to upload them.

Quicken Kristina · March 13

Thank you for sending the problem report!

It will help our teams investigate the issue.

eknutson · March 15

I also have the same situation trying to import TurboTax file into Quicken Premier, Receiving error 2 in a local drive regardless of original .tax2025 filename or a shortened file name.

Quicken Kristina · 11:58AM

Hello @eknutson,

Thank you for letting us know you're also seeing this issue. If you would like to contribute to the investigation, please send a problem report (see my earlier post for instructions) and include a copy of your tax export file (save it as a text file to attach).

Thank you!

jl747 · 1:38PM

This problem has been around for years. Probably as far back as 2019 or 2020 or maybe earlier.

Can't Import TurboTax Deluxe 2025 into Quicken Deluxe R65.29

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