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posted Jun 1, 2019 9:53:02 AM

Can you download Tax information from a financial institution into a Simple trust?

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Level 15
Jun 1, 2019 9:53:04 AM

"Can you download Tax information from a financial institution into a Simple trust?"

No, not with Turbotax Business.

    Unfortunately, TurboTax Business does not support importing tax reporting (or other) statements from financial institutions; it can only import information from QuickBooks.