Investing

No, you will not be able to import 2022 data from a financial institution.   You will have to key it all in by hand.  Sorry----they take away the old stuff and only provide the 2023 data, which is usually ready by late January or early to mid-February for import into tax software.

 

Just making sure---are you using the CD/download for 2022 to prepare your 2022 return?  You cannot use online for a 2022 return.   Online is only for 2023 now--no other year, and you cannot change the year with online.

 

 

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