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thomeng
Level 1
February 28, 2022
Question

I cannot find USAA FSB on the import list for Div, Interest, etc Any help?

  • February 28, 2022
  • 1 reply
  • 0 views
I am trying to Import in Turbo Tax.  The only option is a USAA Mutual Fund Victory Capital.  All the previous years it would import from the FSB.

1 reply

SteamTrain
SteamTrain
Level 15
February 28, 2022

Check the USAA Tax page......they no longer participate in the direct downloads for their Bank accounts.

AND

They have transferred many of their other accounts to Schwab or Victory Capital.....Imports may be available from them if your non-banking holdings were transferred to one of them

 

READ:

 

Tax Center: Forms, FAQ and TurboTax Discounts | USAA

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
J
jooset
Level 2
April 5, 2026

and yet...USAA logo is still proudly displayed inside the turbotax import screen.  Brought this up last year...but still not corrected.  

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