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After you file
There is no such thing as an "automatic download system". If you mean imports from financial institutions then it depend on the financial institution to make all the information available and only certain things can be imported. It is up to you to verify that the import matches your paper statement - TurboTax has no way to know or do that, which is why imports are not guaranteed for accuracy.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎December 4, 2020
10:43 AM