STASH

Forum|Forum|1 year ago
January 31, 2025
1 reply
0 views

I have a STASH investment account. I spoke to them today and reviewed what my 8 digit account number is and I know that I am entering my social correctly. Turbotax will not connect to thhe stash site ans it keeps giving me errors. Is this a known issue as it seems this will add alot of my time and energy to manually enter this information.

TurboTax Deluxe Online

xmasbaby0

Employee

Or---are you trying to import too soon?

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February. So if you are wanting to enter it sooner, you have to key it in by hand. Or….wait until it is available for import.

If you want to enter it manually, click the option that says “I’ll type it in myself”

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**