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New Member
posted Mar 12, 2025 10:18:29 AM

am I no longer able to connect with first citizens bank to import my transactions?

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1 Replies
Employee Tax Expert
Mar 18, 2025 5:00:31 PM

Can you clarify what section of the program you are trying to import to?

 

Please see this link for more guidance on importing your 1099 if you are asking about an investment account. Make sure you have also enabled third party sharing from your brokerage account. 

 

If you are trying to enter your self-employment income, this link breaks down how to enter that information.

 

Once you are in the input section for the business, there is also an option to import business information from Quicken, QuickBooks, or other Software as shown on the screens below.