How to connect to USAA

9 replies
107 views

are transactions downloadable from USAA

DawnC

Employee Tax Expert

Currently, no, USAA is not on the list. If your financial institution is not on the Intuit Import Partner list, you will have to manually enter the information from the tax forms. Click on Enter a different way at the bottom of the import screen to manually enter your info.

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VolvoGirl

Level 15

What kind of transactions? Like business expenses?

Derek O

Level 2

Are you kidding me!? The USAA logo is in the picture of bank logos on the bank import page! Seriously Intiuit, pull your heads out.

danielginsberg

Level 2

That's exactly what I came here to say!

Monikak11

Level 6

"USAA Mutual Funds, brought to you by Victory Capital" does appear on the list of import partners for TurboTax.

Did you go to the Form 1099-B section of TurboTax and follow the instructions there for importing from a listed partner?

If so, and some of the information is missing, you might try deleting the statement and importing again. If that doesn't capture them all, then you may need to enter the missing transactions yourself via the interview. It's also possible that not all of that brokerage's information documents were included in the import because they are not yet available:

If your financial institution is a TurboTax 1099 Import Partner, you'll likely be able to import your 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2025. And you'll likely be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2025. If your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not be able to import any of your 1099s until February 15, 2025. Since that is today, you might want to check again tomorrow.

Check here for updates to the Help Article with this information. You can also check with your brokerage directly as to whether all of their information documents are available for import.

@danielginsberg

@Derek O

@stephenharvey0