topic Are we not able to import documents from Investor 360 this year? in Get your taxes done using TurboTax

Are we not able to import documents from Investor 360 this year?

bsweave — Tue, 03 Feb 2026 06:19:30 GMT

Tax year 2024

Re: Are we not able to import documents from Investor 360 this year?

xmasbaby0 — Fri, 17 Jan 2025 18:10:34 GMT

Most banks and financial institutions do not have data ready for import into tax software until about mid-February. They often put it on the website for you to see or print for yourself before that. If it is there, you may want to just key it in manually now----or wait until they have it up.

Re: Are we not able to import documents from Investor 360 this year?

Pearljammer23 — Fri, 17 Jan 2025 18:16:17 GMT

Thanks for the reply. I guess what I was referring to is that Investor 360 is not even listed in the list of companies to import from this year.

Re: Are we not able to import documents from Investor 360 this year?

DoninGA — Fri, 17 Jan 2025 18:18:13 GMT

Investor360 is an import partner and is shown when you type in the search parameter for import -