Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Feb 28, 2022 9:29:21 AM

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

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.

0 1 352
1 Replies
Level 15
Feb 28, 2022 10:05:23 AM

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