How do I turn off the auto-import?

Forum|Forum|1 year ago
March 4, 2025
12 replies
116 views

I do not want Turbo Tax to import info from the financial institutitions that issue 1099-INT and 1099-DIV to me. I do not want to have to SKIP IMPORT every time. How do I turn off auto-iport?

TurboTax Home & Biz Windows

Best answer by DoninGA

Expert Reviewed

@k33psharp if you would prefer not have the W2s or other financial institution forms automatically imported, you can opt out by following these steps: https://ttlc.intuit.com/turbotax-support/en-us/help-article/financial-institution/auto-import/L12wI9...

VolvoGirl

Level 15

I think I found it. You can go to Federal (Personal for H&B) Then Wages & Income and click on Import Summary at the top. Then click on Add Other Documents, then on the next page at the bottom click blue Manage Import Options.

mesquitebean

Level 15

While that method used to work in prior years to stop the prompt, this year the choices made there had no effect (at least for me and some others.) Even after indicating "no" to all of the list in import options, all 1099's still kept asking to import. I think the manage option was broken when TurboTax developers changed the interface where 1099DIV/INT and investments are entered and probably didn't link it to the "manage import options".

VolvoGirl

Level 15

Yeah it didn't work for me either. Oh well......

k33psharp

Level 2

I can't turn auto import off in 2025 TurboTax Deluxe and can't go around it except going directly to Forms. I didn't have problems with it in the 2024 version. So disappointing.

DoninGA

Answer

Level 15

Expert Reviewed

MrVette

Level 4

The problem isn't the information being automatically sent to Turbo tax as it becomes available. The problem is when doing the return it makes you go through steps to import everything from every company rather than skip that step and enter it yourself. Apparently the only way you can enter the data is to go directly to forms., which is stupid.

Your answer only addresses how to stop financial information from automatically being sent to Turbo Tax. Also your answer only works with the online version, not the desktop approach.