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346dtr
New Member

Importing Tax Documents into TurboTax

My financial advisor moved from Bank A to Bank B mid-year, both of which are supported financial institutions. In previous years, I imported my tax documents by simply signing into my account with Bank A from within TurboTax desktop (macOS), and TurboTax pulled all relevant tax information from Bank A. Unfortunately, after moving from Bank A to Bank B, Bank A closed my account and instead sent me electronic copies of my tax documents.

 

I will import my tax documents from Bank B the usual way (signing into my account from within TurboTax), but how do I import tax information from Bank A, a TurboTax Import Partner? If I import the electronic documents using the steps on the support page linked below, will TurboTax desktop place the document information in the appropriate places in my tax return, or must I enter the information manually? 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2...

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