Unable to download/import transactions from financial institution - "No documents currently available for import"

[user17627469163]

I'm trying to finalize my 2024 tax return.  I use TurboTax Premier software on my PC.  I imported data from my broker earlier this year, but in reviewing it I see that the software didn't download all of the stock transactions.  For three accounts, it only downloaded the interest and dividend information.  I tried to import the data this evening, but I am getting the message: "No documents currently available for import.  According to (brokerage firm), documents will be ready for import on following dates..."  It then lists 1099-B, etc. being available Feb 14, 2026.  But that will be for the 2025 tax year!  And I am trying to get the transactions for the 2024 tax year.

I spoke with my brokerage firm, and they told me that the data is there and available and that I needed to contact/work with TurboTax to download the data.

I tried to download other financial institutions also, and I'm getting the same message with my bank and other brokerages, e.g."no documents currently available for import".  I would think you should be able to download/import data through the end of the year.  Can anyone help?

[xmasbaby0 · Accepted solution]

Financial institutions have removed 2024 data for import into tax software now---it is too late---we are in mid-November and you should have taken care of importing that data before now.   You can get the information from the financial institution's website and key it in by hand now; you might have to enter summary information instead of individual transactions.   

[user17627469163]

I did import the data previously.  I just failed to review it and see that the software screwed up on some of the accounts and didn't download everything. 😣

Thank you for replying.  I'll give up trying and just enter summaries for everything.  I don't want to enter 500+ transactions manually -- been there, done late decades ago!

Lesson learned to review things once downloaded.  I appreciate your taking the time to respond to my question.  Thanks again.