Question

Data file for Form 1040-SR will not load into ProSeries

Forum|Forum|5 years ago
June 17, 2020
1 reply
0 views

The way I work with TurboTax is to use the Online Premier version to fill out my federal taxes. Then I generate a data file which my accountant loads into his TurboTax ProSeries version, where he checks my work, makes required changes, and then files.

However, the Online Premier version now uses Form 1040-SR for 2019 taxes for people my age, and the data file created will not load into ProSeries. Intuit support for ProSeries told my accountant that they don’t yet support reading data files generated for 1040-SR.

Is there a way to tell Turbotax Online Premier to use form 1040 instead of 1040-SR when generating the data file? Or some other workaround?

Thanks.

TurboTax Premier Online

VolvoGirl

Employee

Sorry No. You can force the 1040 in the Desktop program. Oh, you could try changing your date of birth to under 65 so it doesn't give you the 1040SR then your accountant can fix the date of birth.