topic Re: Import Broker Statement in TurboTax Desktop App in Get your taxes done using TurboTax

Import Broker Statement in TurboTax Desktop App

sshafi2468 — Mon, 18 Nov 2024 18:12:36 GMT

I am still working on my 2023 return using TurboTax desktop app... but I am unable to import tax docs from my brokers websites.. When I try to import ETrade or Interactive Brokers, the app gives error that statements will be available after Feb 2025. I think by default it is asking for Tax Year 2024 data while I am still working on Tax 2023 and all the documents are available on my broker website. Can anyone help how do I tweak my turbo tax desktop app for it to download Tax 2023 docs.

Re: Import Broker Statement in TurboTax Desktop App

Anonymous_ — Fri, 13 Dec 2024 16:18:14 GMT

Re: Import Broker Statement in TurboTax Desktop App

sshafi2468 — Mon, 18 Nov 2024 18:18:48 GMT

So my only option is to add all transactions by hand? Is there a way to upload pdf to turbotax

Re: Import Broker Statement in TurboTax Desktop App

Anonymous_ — Fri, 13 Dec 2024 16:18:00 GMT

Re: Import Broker Statement in TurboTax Desktop App

sshafi2468 — Mon, 18 Nov 2024 18:57:43 GMT

Thanks so much for your prompt replies. I wanted to make sure I am not missing anything as I have too many transactions to type in. But lessons learned, I can't delay filing that much and this exercise will be a reminder for the next year 🙂 Will get couple of red bulls tonight and get it going! 🙂

Re: Import Broker Statement in TurboTax Desktop App

VolvoGirl — Mon, 18 Nov 2024 19:20:35 GMT

Well even if you don’t finish and file until later you should still import any 1099 info early to be ready. They should have the import files ready by Feb 28.

Re: Import Broker Statement in TurboTax Desktop App

mittalp — Wed, 05 Mar 2025 22:18:15 GMT

Hello,

I am unable to import 2024 Tax data - it says your data is not ready. Please Try Again Later.

Should it not be ready now ? Has anyone imported IKBR data ?

Re: Import Broker Statement in TurboTax Desktop App

Mike9241 — Thu, 06 Mar 2025 02:53:25 GMT

usually, brokers delete the ability to import a prior year's 1099. this means you would have to enter it manually, but first call the broker to see if they will restore the file you need.

Re: Import Broker Statement in TurboTax Desktop App

mittalp — Thu, 06 Mar 2025 03:02:25 GMT

Hello Mike,

This is last year's tax I am trying to prepare not the prior years. I was able to import from Schwab/Wells Fargo but IKBR is an issue.

Regards,

Pradeep

Re: Import Broker Statement in TurboTax Desktop App

CatinaT1 — Thu, 06 Mar 2025 15:26:40 GMT

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes: