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Solved

Import Broker Statement in TurboTax Desktop App

Forum|Forum|1 year ago
November 18, 2024
2 replies
0 views

I am still working on my 2023 return using TurboTax desktop app... but I am unable to import tax docs from my brokers websites.. When I try to import ETrade or Interactive Brokers, the app gives error that statements will be available after Feb 2025. I think by default it is asking for Tax Year 2024 data while I am still working on Tax 2023 and all the documents are available on my broker website. Can anyone help how do I tweak my turbo tax desktop app for it to download Tax 2023 docs.

Best answer by Anonymous_

).

Employee

No text available

sshafi2468Author

So my only option is to add all transactions by hand? Is there a way to upload pdf to turbotax

Anonymous_Answer

Employee

).

usually, brokers delete the ability to import a prior year's 1099. this means you would have to enter it manually, but first call the broker to see if they will restore the file you need.

Hello Mike,

This is last year's tax I am trying to prepare not the prior years. I was able to import from Schwab/Wells Fargo but IKBR is an issue.

Regards,

Pradeep

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

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