Cannot import from truist

Forum|Forum|4 years ago
March 8, 2022
2 replies
19 views

TT requires 24 characters ID. Truist provides 21 characters. This is for Truist Wealth Management

MoniqueLO_

Level 10

Truist Wealth Management is not currently on our list of TurboTax Import Partners. You will need to upload your form from your computer or type it in yourself. Please see this TurboTax Help Article for more information.

@Glazier

GlazierAuthor

Level 2

Truist Wealth is on the list of import institutions. When you select Truist Wealth, it comes up as BB&T Securities with the Truist Logo. BB&T and Suntrust merged in 2021 to create Truist. The instructions state "enter information below to access your available Truist Wealth Tax Forms". The tracking ID asks for 24 chars. Mailed Truist forms have 21 chars. Called Truist, and they referred me to Tubotax.

Thanks

EbonyA

Level 13

As a former Suntrust customer, I am quite familiar with the merger between Suntrust and BB&T. With that said, Truist is not officially listed on the Turbo Tax Import Partner list that was provided by MoniqueLO_. This could be contributing to the issue that you are experiencing. What we do have is BB&T, BB&T Securities, LLC and BB&T Wealth. Question - where are you seeing "enter information below to access your available Truist Wealth Tax Forms" is this when you log into your Truist account?

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