Truist Import Unsuccessful.

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!

609

New Member

Apr 6, 2023 7:53:32 AM

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

New Member

Apr 6, 2023 7:54:49 AM

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.

Intuit Alumni

Apr 6, 2023 8:37:21 AM

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

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Truist Import Unsuccessful.