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Get your taxes done using TurboTax
Can you please let us know what forms you were trying to import (INT, DIV, etc.)? If you can list the forms per spouse, that would be great!
Once you move from the external import page to TurboTax Desktop, do you see any pop-ups? Would it be possible to share a screenshot (please make sure there is no PII on it)?
When importing from Marcus, are you checking/unchecking any transactions?
How are you importing the forms? Through File Menu >> Import, or within the Interview experience: Income >> INT, DIV, etc.?
@damckinleysr
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‎February 25, 2026
2:55 PM