topic Bank transaction import feature, GONE? in Get your taxes done using TurboTax

Bank transaction import feature, GONE?

jayomayan — Mon, 17 Feb 2025 08:57:09 GMT

Is the Bank Transaction Import feature GONE?

Re: Bank transaction import feature, GONE?

VolvoGirl — Mon, 17 Feb 2025 09:12:54 GMT

What feature was that? Did you use it last year? I saw a new Expense Monitor earlier in the year. But I don't know if it works. Or several years ago there was something I forget what it was called. Or they had a Self Employed QuickBooks bundle where you got a free tax return if you used QuickBooks. Don't know if they still have that.

Was it this Expense Monitor?
https://turbotax.intuit.com/tax-tools/expense-monitor

Re: Bank transaction import feature, GONE?

VolvoGirl — Mon, 17 Feb 2025 09:21:02 GMT

I looked through my notes. Back for 2017 returns there was an Expense Finder but they discontinued the Expense Finder feature very soon after that.

Re: Bank transaction import feature, GONE?

jayomayan — Mon, 17 Feb 2025 09:23:20 GMT

I used it 2022 and 2023, it's a feature where you can connect your bank and import the transactions. Then you can categorize the transactions that you want to be part of the deductions.

Re: Bank transaction import feature, GONE?

VolvoGirl — Mon, 17 Feb 2025 09:27:21 GMT

What kind of transactions and deductions? Self employment expenses or Charity Deductions?

All I know about is It's Deductible,

It's Deductible is a separate free online tool you can use to enter all your donations during the year. Then it will import into Turbo Tax Deluxe and above.

You can check out It's Deductible here…..
http://turbotax.intuit.com/personal-taxes/itsdeductible/index.jsp