Turbo Tax with Money 2005

#2 01-03-2005, 07:30 PM

In microsoft.public.money, David Graham wrote:

- quote -

> Yes, there is information in the TXF file.

OK. I tried it.

Taxes-> TaxTools-> ExportToTaxSoftware

Select Completed Tax Year, Continue.

Check items. For my actual tax I only choose Long and Short term
CG and a few other items to send to the actual TXF file, and I use
the 1099s that get mailed for most other return items. That way
dividends will be distinguished as Qualified/non-qualified, foreign
tax withheld, etc. But in this case I checked more things for
testing, and which I also do for my preliminary estimates to see if
I
expect to need to send estimated payments. Continue.

Save your tax information as a data file (typically called a TXF
file)

In Turbotax Deluxe, it asked me to check for updates, which I did.
There was one that I installed. I had to click many times to let
my firewall permit this, since I have not granted Turbotax
unchecked access to the internet.

I switched to a return that I save for the purpose without data yet
in it. Then I did and immediate File-> SaveAs to keep my base
version blank and to download the .txf file I created for the test.

File-> Import-> FromAccountingSoftware-> OtherFinancialSoftware.
Continue.

Select the particular .txf file. Continue.

There were a set of empty checkboxes. For testing I tried
ImportNow without selecting any boxes. Got a popup error box. I
then selected all (9 in my test) boxes. ImportNow gave Import
Successful.

Going to the 1040 form showed what appeared to be reasonable
results.

#1 01-03-2005, 06:21 PM

Yes, there is information in the TXF file.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, David Graham <David
> Graham[at]discussions.microsoft.com> wrote:
> > I am trying to export tax data from money 2005 in the TXF format. I am
> > trying to use it in TurboTax. When I try to load it into TurboTax I get an
> > error saying "No Information Exists for Other Financial Software (TXF File)
> > filename"
> > > What am I doing wrong or is there a problem with Money 2005 or Turbo Tax?
> Try taking a look at the .txf file in a text editor such as Notepad.
> Do you see information, even tho you may not be able to interpret
> it?

01-03-2005, 09:30 AM

In microsoft.public.money, David Graham <David
Graham[at]discussions.microsoft.com> wrote:

- quote -

> I am trying to export tax data from money 2005 in the TXF format. I am
> trying to use it in TurboTax. When I try to load it into TurboTax I get an
> error saying "No Information Exists for Other Financial Software (TXF File)
> filename"
> What am I doing wrong or is there a problem with Money 2005 or Turbo Tax?

Try taking a look at the .txf file in a text editor such as Notepad.
Do you see information, even tho you may not be able to interpret
it?

#-1 01-03-2005, 03:57 AM

I am trying to export tax data from money 2005 in the TXF format. I am
trying to use it in TurboTax. When I try to load it into TurboTax I get an
error saying "No Information Exists for Other Financial Software (TXF File)
filename"

What am I doing wrong or is there a problem with Money 2005 or Turbo Tax?

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