Hi,
I am OP of this thread.
This year (early 2025 for 2024 year taxes) my forms did import correctly from Ally... I would say they could have been more efficiently reported but that is not the point of this thread.
I am sorry to hear some people are still having this issue.
Once again, the people here reading all this are the observant ones. How many people trying to save money w/ Ally and TT aren't as monetarily or internet forum savvy?
I have outgrown Ally and will be moving on... Never had a bad experience but it isn't the bank I need anymore. As for TT... it is what I have known for my entire adult life but I am finding it more and more annoying. I am not a fan of Software as a Service.
For everyone in this thread, TurboTax and importing your info into any tax software is great to crunch the numbers but you still have to be knowledgeable.
