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Level 1
posted Jan 27, 2024 4:26:26 AM

Ally Bank import error for 2023 taxes

I imported Ally Bank interest this morning -- interest on the 2 accounts i have imported individually AND so did the total interest into the worksheet, SO 3 THREE figures showed up  -- accentually doubling the interest.  Dont know if its the TT Deluxe software or Ally bank, but quessing you will both blame the other guy.  I caught the errors but wanted to let people know so they can double check their own imported figures.

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1 Replies
Level 15
Jan 27, 2024 5:24:43 AM

Yep...similar things have been going on for years.

I always just get my 1099-INT separately, and enter only the one total value manually.

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TTX staff need to get on ALLY's case about how they are preparing their special tax import files.

Either that.,.,.,., or take ALLY off the import list.