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Can no longer import brokerage data directly into TurboTax Deluxe
I understood that TurboTax Deluxe allows importing directly from brokerages on the Partner list. My brokerage is on the Partner list, but the only options available when I select it are TXF, Quickbooks, Quicken, and Quicken Rental. There does not appear to be any option to directly import from my brokerage (LPL Fianancial). I used to be able to do this on TurboTax Premiere as recently as last year. Is this a problem with TurboTax Deluxe vs Premiere or did something change? I don't have the other types of files it is requesting.
‎April 4, 2025
10:36 AM