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.
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.
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
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.