- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You cannot import ("download") information from any financial institution into TurboTax for a prior year. It's not just UBS. The screens are still in the old software, but it won't work and it is not intended to work. Importing is only for the current year.
‎April 30, 2025
12:16 PM