@grandpaknei First----to set you straight---TurboTax Catina is a real live human being who is employed by TurboTax---not an AI bot. And she knows her stuff. She is excellent.
It is too soon to import many kinds of tax documents. Most financial institutions do not have their information formatted for import into tax software before mid to late February. It may be visible to see or print from their websites, but you have to key it in by hand if you are not willing to wait for it to be formatted to import.
**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.**
