- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
After you file
What makes me believe my statement will be ready for importing prior to the date in TurboTax is that that my broker posted it on their site 2 weeks prior to the date in TurboTax. Yes, it's an assumption on my part that the data which is already posted an viewable won't take an additional 14 days to be reformatted into an importable format (since presumably it's the same format that has been used for years).
I think it is great that TurboTax tells me when to expect statements from each broker, but if I want to waste my time checking to see if it's available early, why stop me? Again, there should be an override available to allow me to try early.
‎January 22, 2024
11:08 AM