I import my financial info daily into Quicken. For Turbotax should I import it from the financial institution or from Quicken?

If I import both will TurbTax accommodate that?

posted

DO NOT DO IT FROM QUICKEN.

What you receive from your financial institution is also what it sends to the IRS! You want to ensure that what you have in Turbo Tax, what the financial institution sends to the IRS and what the IRS has from both of you matches EXACTLY.

Principal Financial provided me with a 1099r for my 401k with drawl but they failed to file it with the IRS and refuse to. What do I do?

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

I import my financial info daily into Quicken. For Turbotax should I import it from the financial institution or from Quicken?

I import my financial info daily into Quicken. For Turbotax should I import it from the financial institution or from Quicken?

Get more help

Do you have a TurboTax Online account?

I import my financial info daily into Quicken. For Turbotax should I import it from the financial institution or from Quicken?

Do you have an Intuit account?

I import my financial info daily into Quicken. For Turbotax should I import it from the financial institution or from Quicken?

Get more help

Related Content

Thank you for helping us improve the TurboTax Community!

Sign in to Turbotax

File your taxes, your way

Access additional help, including our tax experts

Post your question

Connect with an expert