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January 11, 2025
Question

Where do I access the feature to enter my business bank account login to automatically import my schedule C on a business that already has 2023 taxes in TurboTax?

  • January 11, 2025
  • 1 reply
  • 0 views
I used TurboTax for my 2023 taxes and did not see this feature. I entered my wife's business for the first time and noticed this feature and it works great! However, I'm unable to locate it in my business section. It is possible to find it if the setup was already started for previous years? I have gone through my business section and her business section multiple time and still cannot find it again. A comprehensive walkthrough from the "Wages & Income" page would be greatly appreciated! Cheers!

    1 reply

    CatinaT1
    January 14, 2025

    I'm not sure if you are using Desktop or Online, so I included instructions on both below. You will want to do this before starting your 2024 return.

     

    How to Transfer into the Windows Desktop program?

    How to transfer last year’s return in TurboTax Online ?

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