Kat
Level 15
Level 15

Investors & landlords

I use the Desktop software, too.  I don't recall seeing any history of imports from prior years related to any banking institution.  

 

I think you're good to go ahead and import the documents from your bank that are available for tax year 2021.  Always be sure to compare the imported information with paper documents you have received for accuracy.

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***