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Bug Report desktop deluxe 2025 import 1099-int

Three times now.  TT deluxe 2025 windows 11, import from Ally Bank, jump through hoops, then get screen :

Connection complete!
Success! We got your tax data. You can now return to TurboTax.
However, returning to TT, there have been no forms imported.
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1 Reply

Bug Report desktop deluxe 2025 import 1099-int

@saltypaws1 

 

When importing, I got a pop-up indicating that some strangely-numbered Turbotax thing wanted to connect to a device on my network....I had to allow before the $$ really transferred. 

(of course if you are nervous about doing that, skip the import and type yours in manually...it's really easy)

 

The first time I tried, I just hit the X (close) in the upper rt corner of the pop-up and then nothing xfered.

 

Even so, I had to edit the 1099-INT, and remove all the $0.00 values it put in a bunch of boxes.  Those $0.00 boxes should be left empty...including the state withholding one  (unless you actually had state taxes withheld..unlikely) 

_________________________

But, in a big improvement over prior years, this year it transferred just the final total 1099-INT from my account.  In prior years, it created two, one each for a MMkt, and one CD....But then skipped a couple other CDs I had.   Really, only the total 1099-INT was needed...not separate ones for each CD.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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