You are too late to import 2024 data from financial institutions. They have removed it from availability to import into tax software. You can get the information from the bank or brokerage's website, and enter it manually by keying it in. For certain kinds of information you may need to use summary information.
By mid to late February, they will have 2025 information available for import. Make sure to import your 2025 information while it is available, even if you will be filing your tax return late.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
