1040-SL (Desktop) | Conversion

To convert returns from one software to TaxSlayer Desktop version, the software you’re converting from has to be desktop as well. Returns prepared on a web-based software cannot be converted onto TaxSlayer.

Here, you can see what types of returns can and cannot be converted, and from which software products as well.

If you don’t see the software name above, this means converting returns from it to TaxSlayer isn’t supported.

Conversion

To convert, follow the steps below:

1. Log into TaxSlayer desktop with an admin or a superuser user account.

2. From the Main Menu, go to Utilities
   

   

    

3. Go to Run Conversion Program
   

   

    

4. If you see this configuration screen below, wait for it to load
   

   

    

5. The conversion tool will start as a separate program. If you don’t see it on the software, check the taskbar. This is how it’ll look like

   

    

6. Click New Conversion
   

   

    

7. Choose Desktop
   

   

    

8. Choose the software you want to convert from, and from the Path to Program Data, choose where it’s installed on your computer, so TaxSlayer can read and convert returns.
   

   

    

9. When done, you’ll see this screen. If you start a new tax return with a SSN that was converted, you’ll be asked whether you’d like to pull prior year information, choose YES.
   

   

    

PLEASE NOTE THAT:

1. Password protected returns cannot be read nor converted.

2. Some portions of returns cannot be converted. Some information will have to be re-entered manually