DId Deluxe TTax change for uploading forms from my financial institution. The wording on the packet for Deluxe and Premier seems to have changed

Forum|Forum|1 year ago
February 2, 2025
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The check marks on the Ttax Deluxe package seems to indicate I will not be able to upload Financial Inst forms. Is this correct. I have used that Deluxe package for years.

xmasbaby0

Employee

Nothing like that has changed. You can import from financial institutions using Deluxe.

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”

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