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Downloading Prior Years Financial Information from a Broker/Financial Institution.
This is a follow-up to a prior question, but is broader in nature. Is it possible to download prior year 1099, etc. from a financial institution. For example, can one today (April 30, 2025) download 1099s into the 2022 Turbo Tax software, or is that something not supported by Turbo Tax?
‎April 30, 2025
11:48 AM