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jon2496
Level 2
January 25, 2026
Question

data from financial instituition import does not show up

  • January 25, 2026
  • 2 replies
  • 0 views
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2 replies

X
Level 15
xmasbaby0Level 15
Level 15
January 25, 2026

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February.  So if you are wanting to enter it sooner, you have to key it in by hand.   Or….wait until it is available for import.

 

If you want to enter it manually, click the option that says “I’ll type it in myself”

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
J
jon2496Author
Level 2
January 25, 2026

Thanks for your reply 

A
AustinGamecock
Level 2
February 14, 2026

I'm having the exact same problem and have never had this issue using Turbo Tax Premier for many years. They also made the input screens more complex. 

    U
    user17710951720
    Level 2
    February 14, 2026

    Same issue here.

     

    Intuit - This is a MAJOR issue!  Why aren't you addressing it?

      A
      atl10spro
      Level 2
      February 16, 2026

      I agree with you.

       

      Where are the Intuit/TurboTax "CHAMPS".  Totally, clueless!

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