Question

premier TurboTax - Unable to import data from Bank and Online acct

Forum|Forum|5 years ago
January 19, 2021
1 reply
0 views

I am unable to import bank data and online trading acct data. I get error. i get message saying Invalid signon, but thats not true. i am able to sign on using the same offline

Thanks

M

Mike9241

login for import may be different than being able to log in directly. some institutions require a code to be able to import or maybe the forms aren't ready yet. call the institution for instructions

G

gsm202Author

I see it on the institutions site and also have downloaded it, May be i will wait till Jan 30th to try again. This is the first time i am trying early.

Cass0317

@gsm202 If your financial institution is listed as a TurboTax 1099 Partner, you'll likely be able to import these types of 1099s by January 31 (February 1, 2021), but this isn't a guarantee.

Please see the TurboTax FAQ below for additional information:

When will I be able to import my 1099?