3447804
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How do I check to make sure that my financial data downloaded

I just downloaded my financials. How do I check to make sure that they actually downloaded before they return is done
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

How do I check to make sure that my financial data downloaded

You go back thru the income section, and you "edit" each and every form type from ANY financial provider that you downloaded, to make sure the $$ downloaded are exactly correct, based on the paper form you should already have in your possession.

 

A few bank 1099-INT downloads are known to be wrong, and some downloaded forms (1099-INT, 1099-DIV, 1099-B, etc) from brokerage accounts also need you to answer certain follow-up questions about information that cannot be imported.  Importing the financial forms helps...but does not always entirely finish the info needed.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question