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Get your taxes done using TurboTax
Apparently not. Importing financial institution data has been a feature of the personal version of TurboTax for many years. That this isn't possible in TurboTax Business/Estates and Trust is a HUGE shortcoming. As a TurboTax user for over ten years, I purchased the Business version solely for the ability to import a large number of brokerage transactions for a Trust. TurboTax should do a better job to inform customers as to the the feature differences between the different versions of the program. Needless to say this is the first and last time I will be buying the Business version.
March 4, 2021
3:56 PM