turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Family Tax Credits & Early Filers on Jan 29! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

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?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

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

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

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

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 . 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question