Question

USAA not listed as financial institution in import for turbotax 2021 deluxe

Forum|Forum|4 years ago
February 5, 2022
1 reply
0 views

The USAA logo is shown on initial import screen and listed on the partners page on the web, but the only USAA related institution is USAA Mutual funds, brought to you by victory capital. I do have a couple of funds there but get "Signon invalid" when I enter the proper account number and SSN.

Why is the real USAA listed so that I can get the interest from the accounts that are still there?

C

CarissaM

If the import is not coming directly from USAA, Turbo Tax will not support it if we do not support Victory Capital.

You can follow the instructions here to manually input this data with the 1099-B.

If you need additional assistance, please click here to contact customer support.

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L

LakeGatorAuthor

Thanks for your reply but it did not address the fact that USAA is not supported while their logo shows on the import entry form AND is listed as a 1099 partner. See below for the import screen from the product. Entering almost 20 1099 by hand is not my idea of a great thing here in the 21st century. I have been able to do the import for the last few years. This may be the last year in which I am a turbotax victim.