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erichepp
New Member

Equate Plus doesn't appear to be partnered with TurboTax yet. When will this be corrected so i can import info into Turbotax

 
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JotikaT2
Employee Tax Expert

Equate Plus doesn't appear to be partnered with TurboTax yet. When will this be corrected so i can import info into Turbotax

At this point in time, Equate Plus is not listed as an import partner and therefore, you are not able to import directly from that account.  Please see this link for the full list of import partners.

 

If your investment company operates under another name and is listed on that link, you can follow these steps to import your information directly into TurboTax.

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