Solved: When I type in name of financial institution I get message that I can't import but their documents say I should be able to. How do I find out what to do?
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When I type in name of financial institution I get message that I can't import but their documents say I should be able to. How do I find out what to do?

 
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When I type in name of financial institution I get message that I can't import but their documents say I should be able to. How do I find out what to do?

Make sure that the partner's name is on the TurboTax Import Partners list here:

https://www.partner.turbotax.com/top_partner_list.html

If they are there, make sure the spelling is exactly as it is on that list.

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Highlighted
New Member

When I type in name of financial institution I get message that I can't import but their documents say I should be able to. How do I find out what to do?

Make sure that the partner's name is on the TurboTax Import Partners list here:

https://www.partner.turbotax.com/top_partner_list.html

If they are there, make sure the spelling is exactly as it is on that list.

View solution in original post

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