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gsm202
New Member

premier TurboTax - Unable to import data from Bank and Online acct

I am unable to import bank data and online trading acct data. I get error. i get message saying Invalid signon, but thats not true. i am able to sign on using the same offline

 

Thanks

4 Replies
Mike9241
Level 6

premier TurboTax - Unable to import data from Bank and Online acct

login for import may be different than being able to log in directly.   some institutions require a code to be able to import or maybe the forms aren't ready yet. call the institution for instructions

gsm202
New Member

premier TurboTax - Unable to import data from Bank and Online acct

I see it on the institutions site and also have downloaded it, May be i will wait till Jan 30th to try again. This is the first time i am trying early.

Cass0317
Intuit Alumni

premier TurboTax - Unable to import data from Bank and Online acct

@gsm202 If your financial institution is listed as a TurboTax 1099 Partner, you'll likely be able to import these types of 1099s by January 31 (February 1, 2021), but this isn't a guarantee.

 

Please see the TurboTax FAQ below for additional information:

When will I be able to import my 1099?

gsm202
New Member

premier TurboTax - Unable to import data from Bank and Online acct

Hi,

  Sorry, my mistake, the tax doc's are not available on the stocks web site. 

 

Thanks

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