is turbo tax not uploading my investment accounts this year

karen98 · ‎February 7, 2025

xmasbaby0 · ‎February 7, 2025

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February. So if you are wanting to enter it sooner, you have to key it in by hand. Or….wait until it is available for import.

If you want to enter it manually, click the option that says “I’ll type it in myself”

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

DawnC · ‎February 7, 2025

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.

How do I Import my 1099s?

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is turbo tax not uploading my investment accounts this year