topic There is an error in TurboTax when importing accounts from Marcus in Get your taxes done using TurboTax

There is an error in TurboTax when importing accounts from Marcus

damckinleysr — Tue, 17 Feb 2026 23:49:40 GMT

Good thing I checked the forms individually. My wife and I have separate savings accounts at Marcus. They both seemed to import fine, but checking the forms there was only one. I went back and imported the missing one and the other form disappeared. I finally had to enter the second one manually.

Re: There is an error in TurboTax when importing accounts from Marcus

john-ct — Tue, 17 Feb 2026 23:54:58 GMT

Are they under separate SS numbers? Are there separate accounts with separate log in credentials? Don't click on any of the Marcus boxes from last years return. Go to the bottom and click on additional investments.

Re: There is an error in TurboTax when importing accounts from Marcus

KristinaK — Wed, 25 Feb 2026 23:29:32 GMT

Can you please let us know what forms you were trying to import (INT, DIV, etc.)? If you can list the forms per spouse, that would be great!

Once you move from the external import page to TurboTax Desktop, do you see any pop-ups? Would it be possible to share a screenshot (please make sure there is no PII on it)?

When importing from Marcus, are you checking/unchecking any transactions?

How are you importing the forms? Through File Menu >> Import, or within the Interview experience: Income >> INT, DIV, etc.?

@damckinleysr