topic is turbo tax not uploading my investment accounts this year in Get your taxes done using TurboTax

is turbo tax not uploading my investment accounts this year

karen98 — Tue, 03 Feb 2026 12:34:12 GMT

Re: is turbo tax not uploading my investment accounts this year

xmasbaby0 — Fri, 07 Feb 2025 19:05:49 GMT

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”

Re: is turbo tax not uploading my investment accounts this year

DawnC — Fri, 07 Feb 2025 19:08:05 GMT

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.

How do I Import my 1099s?