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R
rfamilyturbotax
April 13, 2025
Question

Cannot import from bank - bank is listed but import fails 100 percent. Why is Turbotax failing to import bank information ?

  • April 13, 2025
  • 1 reply
  • 0 views
So difficult today, import inside turbotax should be flawless. Logix Credit union is listed, then TT says , sorry , failed. Other institutions got a little further past credentials, then failed.

1 reply

N
NicolleR1
April 13, 2025

Even if a brokerage firm is within TurboTax partners, the importing feature doesn't always work successfully. The software tries is best to pull information from your account. However, sometimes there's miscommunication linking both accounts while trying to retrieve your information. If this is the case, you will need to choose a different uploading method. See link below for further instructions 

 

How do I import my 1099s?

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