most of income sources are not able to be imported - not on list - they were all there in prior years

[Izzo.joe608]

for example - Merrill Lynch, Capital one why are these missing this year

[NicolleR1]

If you are having issues importing your tax documents from your financial institution or brokerage account, you might want try these other options:

• Upload: you have to enter into your financial institution account and download the documents in your computer, then upload it into the system.
• Snap a photo: You will need the physical documents in your hands and take a picture of them.
• Type it yourself: This may not be the best option if you have a lot of transactions and/or documents. But, it is still an option.