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Is there any way to import tax files from a non-listed financial institution (Citizens Bank)?

If don't I have to manually type in roughly 80 transactions from 1099B.

Wish Turbo Tax have Citizens Bank in the list.

Thanks

CT

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4 Replies
EbonyA
Intuit Alumni

Is there any way to import tax files from a non-listed financial institution (Citizens Bank)?

Your financial institution would have to be an approved Turbo Tax Import Partner in order to be able to import your financial documents. The steps for entering the details can be found here.

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Is there any way to import tax files from a non-listed financial institution (Citizens Bank)?

I had manually typed in around 80 transactions (very time consuming and error prone) prior to submitting the message.

I'm hoping that Turbo Tax can work with Citizens Bank to get it in the list in the future (next year ???)

Thanks.

emgreene2
Returning Member

Is there any way to import tax files from a non-listed financial institution (Citizens Bank)?

if quicken can connect to this bank whick i beleve it can just inport it into quicken

when doing you taxes select inport from quicken 

Cynthiad66
Expert Alumni

Is there any way to import tax files from a non-listed financial institution (Citizens Bank)?

If your financial institution is not a Partner with TurboTax you will not be able to upload directly from them into TurboTax.  See partner list below.

 

List of Import Partners with TurboTax

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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