Thank you for all responses. I came across this post as I was having the same issue today on importing 2022 information from financial institutions. I lost the 2022 tax return file that I had not completed after the most recent Turbotax software update. So I had to redo it from the beginning. When selecting a financial institution to import, the software says that documents will be ready to import in 2024. I do understand that working on 2022 tax return in November 2023 is late. E-file and Turbotax online has closed. However, there are some states who extend filing federal tax returns until early 2024. The software was developed for 2022 tax year. So why couldn't users be able to continue importing 2022 info from financial institutions whenever they use the software? It does not make any sense to me. I have got a BIG lesson learned today.
