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2 replies

VolvoGirl
VolvoGirl
Employee
February 5, 2023

Need a lot more details.  What are you trying to import?  Are you trying to import a W2 or 1099 form?  You have to start the import.  Or Transfer from 2021?  

M
Mike9241
February 5, 2023

importing is not automatic. you have to select import and then financial institution, or software. in many cases the documents for import are not ready. i've seen some brokers report that documents won't be available until 2/20 or later. also not every FI partners with Turbotax so those documents may need to be entered manually

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