import expenses from credit card

[cdejong88]

That worked 1x for me, but has now disappeared again. 
I added a new dummy business, deleted the business, and the button reappears on my original business entry. 
This is a completely broken experience from TurboTax and needs to be fixed. 

[cdejong88]

This does not work, the button to import by connecting to an account is missing. 

[mnunnelly]

There is no button to connect accounts on a pre-existing business. Only way it shows up is if you add a new line of income/business. No way to import expenses on last years business. This seems like a large oversight on Intuit's part

[HollyP]

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

[VolvoGirl]

And if you try to post the Token number it might delete part of it because the filter thinks it’s a phone number.  So post a screenshot of the Token number.  

[DGirgis]

Is this ever going to be fixed, I am trying to complete my taxes. I added the credit card but accidently deleted some expenses. So I basically just need it refreshed to add what it entered the first time around. 

[sdaun08]

I am missing the import expenses from credit card as well. I have cleared cache and cookies for both Chrome and FireFox. Still nothing any assistance would be greatly appreciated!

[cdejong88]

@HollyP my token is:1277837

[HollyP]

Thank you for submitting the token and allowing us to take a closer look. The option to import from a personal bank account or credit card is a one-time opportunity. This option is only available when you first start working on your business expenses. If you choose to manually enter your expenses, you won't be presented with the option again. Similarly, if you already imported expense from one account, you won't be able to import from additional accounts. 

• You may be able to clear and start over to see the import option again. However, this means you have to start the whole return from scratch, not just the business section. 
• If you use QuickBooks, you can also import your data directly from there. Just remember, this import can only be done once, so ensure everything is complete and correct before you proceed. How do I import my QuickBooks info into TurboTax?
• Alternatively, you can manually type in your expenses.

[marios729]

same problem, link is not there for me

[sdaun08]

Importing expenses off a credit card is a one-time option? Even on a new tax year? 

[MarilynG1]

Other users have suggested entering a new business, in order to get the Import/Connect Account options to come up in the Business Expenses section.  You could then delete the old business.

Or, save your bank transactions to your computer in .txf  format, if you're using TurboTax Desktop,  then upload them.  That option doesn't go away.

@marios729 

@sdaun08 

[meenxo]

Oh you are right! They don't allow reimporting for a line of work. I guess that makes sense since it might duplicate transactions? I wish it were more clearer, though!

[Kz2011]

I am also having this problem. I deleted my previous line of work from 2023, and added a new line of work. I still do not see the import button. Please help. This will take a huge amount of time to do manually.

I don't see any way to get to the 2nd screen you showed. Please advise.

[Kz2011]

I am missing the option to import