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posted Mar 31, 2025 8:02:12 PM

Importing 2024 Data from U.S. Bank Wealth Management

I am unable to import 2024 data from U.S. Bank Wealth Management, listed in TurboTax.

 

I was able to do so for 2023 taxes.

 

What needs to be done to get this import to work?  Or do I need to enter 42 pages of information manually within TurboTax?

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1 Replies
Expert Alumni
Apr 4, 2025 8:47:31 AM

If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

 

See the following TurboTax Help articles for potential fixes: