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Level 1
posted Mar 8, 2024 11:40:08 AM

I downloaded my financial documents from my financial institution, how do I find them in the desktop version of turbotax?

How do you search for these documents or where are they stored in the desktop version of turbotax?

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2 Replies
Level 15
Mar 8, 2024 11:52:16 AM

Federal Taxes or Personal tab

Wages & Income

Choose Explore on my own or I'll choose what to work on  or I'll choose what to work on  (if it comes up)

The first item on the income summary list is Import Summary - Click View

Level 15
Mar 8, 2024 11:58:48 AM

what type of documents? are they PDFs not usable by Turbotax or files with a .txf extension that can only be entered in Turbotax by using the import function which is done through the desktop: file->import->from accounting software .