Deductions & credits

All,

 

Not sure if anyone figured it out importing any data from Franklin Templeton.

TurboTax help was useless and I spent too much time just to post this!

 

As others have noted, either TurboTax 2025 development team failed to code as previous TT versions capabilities or it was developed per new Franklin Templeton request!?!

 

I was able to import, but you will need to have your account number and your SSN (need the "-") and probably purged web history when done. 

To import, I recommend downloading your FT tax documents, so that you have the list of accounts numbers to enter and import EACH fund separately!

 

Once you have selected Franklin Templeton Mutual Funds, you will be re-directed to a webpage.

You need to enter your FT account number NOT including the Fund number.

Example:  Your fund info: 600-12345, you will ONLY enter 12345 and then enter your SSN with the dashes below.  You will then be prompted to "allow" and the import will be in TurboTax.

 

If you have more than 1 fund, you will need to repeat for the others.

Hope this helps.