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Hard to say which side is at fault. Now personally I stopped using TurboTax many years ago, and don't regret it at all. First off the 'seamless' imports where seldom that for me. I remember plenty of times where I basically had to go back and forth to get the data I need imported correctly or just drop anyways. For instance interest from savings accounts. It needs to be by financial institution, but in fact there is nothing in Quicken that allows you to actually say what interest belongs to what financial institution. Instead all it did was look at the payee and figure that was the right thing to use.

OK you can use a renaming rule from 'Interest' to Bank XXX. But what if two financial institutions use 'Interest' for the payee? And for what? One number that needs to be put into a form for each financial institution which is in fact usually just copied from last year (tax data file to tax data file). What's more you can do basically the same in most tax programs by just exporting a tax schedule report and importing that.

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You can even import personal information about you and your family if you prepared your taxes with TaxACT or H&R Block Desktop software last year (Windows via.tax &.pdf; MAC via.pdf) Save time by importing financial data including W-2s, investment and mortgage information, plus import from Quicken and QuickBooks Desktop*. 2017 TurboTax Review and Download, TurboTax Premier 2017 Fed + Efile + State PC/Mac Download. Microsoft word for mac free. Skip to navigation Skip to content. TurboTax 2017 PC/Mac. TurboTax Home & Business 2017 Tax Software Online Download For Win/MAC. Select options. Use TurboTax Software Now. Maximum refund.

For me though my tax program doesn't even do that, and I don't miss it at all. For numbers the financial institutions provide, I get them from them (double checked to reports in Quicken). I do export security sells from Quicken in CSV format and import that. And for things like business income/expenses I just bring them up in a report on Quicken and transfer the numbers.

BTW other than 'predicting' my taxes (looked at in November) everything I imported had to be double checked against the 'real authority'. The importing of security sells saves time, most other 'steal time'. The financial institution or in say government forms are always the 'authority', Quicken isn't. If the number the in Quicken disagrees with the 'real authority' you have to challenge their number you can't just put in what Quicken says.