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Level 2
April 6, 2023
Question

Truist Import Unsuccessful.

  • April 6, 2023
  • 3 replies
  • 24 views

When I try to import my investment info from Truist, I get a message that the import was unsuccessful. Anyone know how to get this to work? I REALLY don't want to enter all the info by hand. This is why I buy Turbo Tax. 

Thanks!

    3 replies

    Level 2
    April 6, 2023

    Be sure that you are not logged into Truist when you download from TurboTax.  

    Atoms2372Author
    Level 2
    April 6, 2023

    Not logged in? Like in an app? Or browser? I have the app on my phone but I am not logged in at the time. 

    Level 10
    April 6, 2023

    Please see What if I can't import my 1099? for instructions.  

     

    If you need additional assistance, please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you. 

    @Atoms2372