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posted Mar 7, 2020 2:36:58 PM

Why can I not import financial institution information into Turbotax Business for estate?

Will TurboTax include importing financial institution information into TurboTax Business specifically for estate for tax year 2019??

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2 Replies
Level 15
Mar 7, 2020 2:50:10 PM

@2Indians1960 wrote:

Will TurboTax include importing financial institution information into TurboTax Business specifically for estate for tax year 2019??

No, and that has been requested numerous times over the years. Regardless, TurboTax Business can only import information from QuickBooks.

Level 1
Mar 13, 2020 11:54:51 AM

When will TT understand that a great many users do NOT use QuickBooks for estates and trusts? It seems to me a simple thing to get in TT Business all the data that I can get in TT Premeire. What, are they just trying to sell QuickBooks? People like me will just pay a CPA lots of money instead of paying TT.