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June 1, 2019
Question

Can you download Tax information from a financial institution into a Simple trust?

  • June 1, 2019
  • 1 reply
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Employee
June 1, 2019

"Can you download Tax information from a financial institution into a Simple trust?"

No, not with Turbotax Business.

    Unfortunately, TurboTax Business does not support importing tax reporting (or other) statements from financial institutions; it can only import information from QuickBooks.