most of income sources are not able to be imported - not on list - they were all there in prior years

Izzo.joe608 — Sun, 08 Feb 2026 17:02:17 GMT

for example - Merrill Lynch, Capital one why are these missing this year

Re: most of income sources are not able to be imported - not on list - they were all there in pri...

NicolleR1 — Thu, 12 Feb 2026 15:10:40 GMT

If you are having issues importing your tax documents from your financial institution or brokerage account, you might want try these other options:

Upload: you have to enter into your financial institution account and download the documents in your computer, then upload it into the system.
Snap a photo: You will need the physical documents in your hands and take a picture of them.
Type it yourself: This may not be the best option if you have a lot of transactions and/or documents. But, it is still an option.