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New Member
posted Feb 10, 2025 12:33:57 PM

How do I download my investment account information directly from the provider?

Last year this was straightforward. Cannot find it in the software this year.

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1 Replies
Expert Alumni
Feb 11, 2025 9:08:18 AM

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes: