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Level 4
posted Mar 23, 2025 3:36:07 PM

A couple questions about importing information from my banks

I've got 2 questions about importing data from my banks.

 

First question, I've got two banks to import data from. But the form in TurboTax only allows selecting one bank. Will it go back to collect data from the second bank?

 

Second question, does Intuit/TurboTax save my credentials with my banks?

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1 Replies
Expert Alumni
Mar 30, 2025 11:22:16 AM

Are you importing bank transactions for your Business expenses?  Or are you importing 1099's for investments?  

 

If for Business, and you're using TurboTax Online, after you 'Connect Accounts', and have imported from one, you get a screen where you can 'Add Accounts'.  

 

For Investments, once you've imported from one institution, you'll need to go back and 'Add Investments' to import from another one.

 

@DoctorWho