Importing Tax Documents into TurboTax

[346dtr]

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...

[MarilynG1]

You can import from more than one financial institution.  However, if your account at Bank A is closed, you no longer have a Sign In for that account.

From your electronic copies, you can enter a one-line summary total for 1099-INT/DIV's.

For 1099-B's, here's How to Enter a Summary in Lieu of Individual Transactions.  This is perfectly acceptable, since the IRS already has copies of your 1099's.

If you're using TurboTax Online, you can attach a PDF copy of your 1099-B's.  Choose 'summary' and you'll come to that screen.

@346dtr