how long does it take to get a form download from a financial firm

GOODBEPE · ‎January 20, 2025

xmasbaby0 · ‎January 20, 2025

Financial institutions usually have information available for importing into tax software by mid-February. Sometimes it is visible or available for you to print out yourself from their website earlier than that.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Mike9241 · ‎January 20, 2025

some FIs make a paper copy available sooner. however, that version can not be imported. if they partner with Turbotax sometime later there will be an electronic version of the form that can be imported. Each firm that does this has different procedures to follow to import. you would need to contact them for instructions.

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how long does it take to get a form download from a financial firm