topic How do I turn off the auto-import? in Business & farm

How do I turn off the auto-import?

dchiang8 — Tue, 04 Mar 2025 03:24:46 GMT

I do not want Turbo Tax to import info from the financial institutitions that issue 1099-INT and 1099-DIV to me. I do not want to have to SKIP IMPORT every time. How do I turn off auto-iport?

Re: How do I turn off the auto-import?

VolvoGirl — Tue, 04 Mar 2025 04:16:19 GMT

I think I found it. You can go to Federal (Personal for H&B) Then Wages & Income and click on Import Summary at the top. Then click on Add Other Documents, then on the next page at the bottom click blue Manage Import Options.

Re: How do I turn off the auto-import?

mesquitebean — Tue, 04 Mar 2025 04:49:09 GMT

While that method used to work in prior years to stop the prompt, this year the choices made there had no effect (at least for me and some others.) Even after indicating "no" to all of the list in import options, all 1099's still kept asking to import. I think the manage option was broken when TurboTax developers changed the interface where 1099DIV/INT and investments are entered and probably didn't link it to the "manage import options".

Re: How do I turn off the auto-import?

VolvoGirl — Tue, 04 Mar 2025 04:51:42 GMT

Yeah it didn't work for me either. Oh well......

Re: How do I turn off the auto-import?

dchiang8 — Tue, 04 Mar 2025 06:02:39 GMT

2024 Turbo Tax was developed with AI (Artificial Intelligence). The product was half-baked and put on the market to garner revenue. The "turn off" option is not available. One has to enter manually and respond to the question of "iport", over and over and .....

Re: How do I turn off the auto-import?

VolvoGirl — Tue, 04 Mar 2025 06:05:29 GMT

It was fine until this year. Then they major changed the way to enter interest, dividends and investments. Every one is complaining. Have you used Turbo Tax before?

I don't like how to enter Interest, Dividends, Sales etc. Too many clicks and screens to click on and go through. There is no table on the screen (except in Forms) and you have to click though several screens to add more. And after I manually entered 3 interest it didn't ask if I wanted it to stop asking to import. Oh and Interest, Dividends and Sales are listed in the same list on the screen alphabetically. If I go to Interest I only want to see Interest!

You can switch to Forms Mode and enter them directly into Schedule B using the Interest Income Smart Worksheet. But then they won't show up in the Step-by-Step list.

Re: How do I turn off the auto-import?

dchiang8 — Tue, 04 Mar 2025 06:11:37 GMT

Thank you. Turbo Tax 2024 is not user-friendly at all, partly because it was developed with Artificial Intelligence (AI), did not go through "human brains", no QC was performed. Worse than previous years.

Re: How do I turn off the auto-import?

dchiang8 — Thu, 06 Mar 2025 18:28:38 GMT

Yes, the turn-off option is broker, Thanks.

Re: How do I turn off the auto-import?

k33psharp — Thu, 29 Jan 2026 21:57:33 GMT

I can't turn auto import off in 2025 TurboTax Deluxe and can't go around it except going directly to Forms. I didn't have problems with it in the 2024 version. So disappointing.

Re: How do I turn off the auto-import?

DoninGA — Thu, 29 Jan 2026 22:00:57 GMT

@k33psharp if you would prefer not have the W2s or other financial institution forms automatically imported, you can opt out by following these steps: https://ttlc.intuit.com/turbotax-support/en-us/help-article/financial-institution/auto-import/L12wI9...

Re: How do I turn off the auto-import?

MrVette — Mon, 13 Apr 2026 22:59:03 GMT

The problem isn't the information being automatically sent to Turbo tax as it becomes available. The problem is when doing the return it makes you go through steps to import everything from every company rather than skip that step and enter it yourself. Apparently the only way you can enter the data is to go directly to forms., which is stupid.

Your answer only addresses how to stop financial information from automatically being sent to Turbo Tax. Also your answer only works with the online version, not the desktop approach.

Re: How do I turn off the auto-import?

AmyC — Mon, 13 Apr 2026 23:08:56 GMT

For the desktop, on the screen where you select Import Now, instead select Skip Import, select the type of form and enter it.

@MrVette

Re: How do I turn off the auto-import?

VolvoGirl — Mon, 13 Apr 2026 23:12:56 GMT

@MrVette You can skip importing. In my Windows Desktop program I have to scroll down on a lot of screens to get to the boxes to skip or continue. That is the only problem I have is to remember to scroll down.