When I try to import financial documents from one of my institutions, I get a message that says "According to X, documents will be ready for the import on the following dates:". It then shows all the dates for 2020. However, this document is ready since it is pulled from 2018 and has been up since early 2019. How can I remedy this? I really don't want to manually input hundreds of transactions....
The TurboTax import partners have closed their access to the 2018 tax forms after the 2018 tax year ended on October 15, 2019. The 2019 tax forms will be available from the import partners during the 2019 reporting period in 2020.
Financial documents for tax year 2018 will have to be entered manually.
@Gilbertv1613 wrote:
how can I get my 2018 tax return documents
To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show. Click on the Year and Click on Download/print return (PDF)
If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions.
Or go to this IRS website for free federal tax return transcripts - https://www.irs.gov/individuals/get-transcript
For a fee of $43 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf