topic Cannot import from Truist Investments Trust in Get your taxes done using TurboTax

Cannot import from Truist Investments Trust

mblombard — Mon, 23 Feb 2026 12:24:11 GMT

Re: Cannot import from Truist Investments Trust

Mike9241 — Thu, 16 Feb 2023 17:52:07 GMT

contact them. for many financial institutions you can download PDFs of the tax forms but import requires something else and many times the import document is not ready until much later. that's true for my broker.

Re: Cannot import from Truist Investments Trust

MoniqueLO_ — Thu, 16 Feb 2023 18:52:34 GMT

Please see this Help Article for important information, such as verifying TurboTax Import Partners and import instructions.

@mblombard