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[schoon1908]

how to refresh my downloaded 2025 financial institution data into Turbo Tax deluxe desktop

[NicolleR1]

If you are having issues importing your tax documents from your financial institution or brokerage account, you might want to try these other options:

• Upload: you have to enter into your financial institution's account and download the documents to your computer, then upload it into the system.

• Snap a photo: You will need the physical document in your hands and take a picture of them.

• Type it yourself: This may not be the best option if you have a lot of transactions and/or documents. But, it's still an option.