New Member

posted Mar 3, 2025 5:16:16 PM

How to import tax forms into desktop TurboTax after hitting transactions limit?

I imported some number of forms but now cannot successfully connect to my financial institution via TurboTax, nor can I seem to make contact with anyone at TurboTax to discuss issue.

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Expert Alumni

Mar 10, 2025 6:29:16 PM

It may be better for you to enter a summary of your transactions, if you exceed the import limit. Here's How to Enter a Summary in Lieu of Individual Transactions.

Here's how to Contact TurboTax Support.