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Investors & landlords
All of TurboTax import partners will only have the current tax year forms available for importing for a finite time during the tax year. The forms to be imported have to be in a certain format, they are not PDF's. After the due date of the current year returns has passed most all of the financial institutions will turn off import access. Usually by September of the year all the financial institutions have turned off importing.
Regardless of which tax preparation software is being used, none of the financial institutions will have importing of current tax year forms available in late October.
‎October 27, 2024
9:45 AM