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cdrjhr
March 29, 2021
Question

Why does TurboTax download all tax documents from my financial institution, including accounts where I am just trustee?

  • March 29, 2021
  • 1 reply
  • 0 views
Trustee documents included with personal

    1 reply

    macuser_22
    macuser_22
    Employee
    March 29, 2021

    You would need to ask the financial institution that question.    TurboTax has not control over what they put in the import.

    **Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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