How to access Import Summary Page

3 replies
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I am using TurboTax Deluxe for 2023. I cannot figure out how to re-open the Import Summary page. It appears after each import but once that is closed, how can I get back to it without doing another import.

VolvoGirl

Level 15

Are you using the Online version or the Desktop program? Not sure I understand your question. Will this help?

In the Desktop program if you picked Don't ask me again about importing 1099 you can go to Federal (Personal for H&B) Then Wages & Income and click on Import Summary at the top. You can Add Other Documents.

If you choose not to ask you each time to import, you can reset it when you click on Add Other Documents. Then on the next screen Let Us Enter Your Bank and Brokerage Tax Documents at the bottom is Manage Import Options.

OldArchAuthor

Level 3

I am using the Desktop version. Your suggestion certainly sounds like what I want. However, when I go to FEDERAL TAXES then Wages & Income, I don't see Import Summary anywhere. Please be more specific about where to find it.

VolvoGirl

Level 15

Looks like you are still in beginning stage. That's asking about transferring from 2022. Keep going into your return. Maybe the next screen. Have you started entering anything for 2023 yet?

Here's what it looks like when you get into the Wages & Income Summary page. My Home & Business version has different menu items than the lower versions. It has Personal Income instead of Wages & Income.