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

erichepp · ‎February 14, 2025

JotikaT2

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

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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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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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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