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April 1, 2025
Question

Importing 2024 Data from U.S. Bank Wealth Management

  • April 1, 2025
  • 1 reply
  • 0 views

I am unable to import 2024 data from U.S. Bank Wealth Management, listed in TurboTax.

 

I was able to do so for 2023 taxes.

 

What needs to be done to get this import to work?  Or do I need to enter 42 pages of information manually within TurboTax?

    1 reply

    CatinaT1
    April 4, 2025

    If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

     

    See the following TurboTax Help articles for potential fixes:

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