@lbilling wrote:
...I do not see a way to import data direct from the Trust's brokerage account. What am I missing?
You are missing nothing. TurboTax Business is not capable of importing data from any source other than QuickBooks.
@lbilling wrote:
...I do not see a way to import data direct from the Trust's brokerage account. What am I missing?
You are missing nothing. TurboTax Business is not capable of importing data from any source other than QuickBooks.
This is my first year using TT Business. What a piece of crap. It cannot import data from a brokerage nor is is easy to enter taxes paid for a 1099-R for a Trust. What junk compared to the personal version.
Agreed -- truly pathetic. I continue to waste money on this to do 2 trusts -- and each year I think that they would have added this incredibly simple capability -- and each year they do not.
This may be cold comfort (actually, no comfort at all), but the fact is that sales of desktop units declined (1%) for TurboTax in fiscal 2022 (over 2021) while sales of online units increased 1%.
TurboTax Business almost certainly comprises a small percentage of total desktop units sold and that overall total is only 4.7 million. Even if 20% (and I suspect 20% to be an idiotically high number) of the units were TurboTax Business, that would still be around $150 million in gross revenue, a drop in the bucket for a company with $12-13 billion in revenue.