WebFeb 9, 2024 · Follow these instructions to switch from TurboTax Online to TurboTax CD/Download.. You can transfer your tax data file (with a filename extension .tax[year], such as .tax2024) only if you're switching a prior year return.. You can't transfer your current year return; You won't be able to transfer a PDF, it must be a tax data file with a filename … WebMar 3, 2024 · If you are having issues importing 1099-B data, consider using the summary method (only 2 lines need to be entered in TurboTax; LT/ST). How to Enter a Summary in Lieu of Individual Transactions **Say "Thanks" by clicking the thumb icon in a post
Importing Data from your Financial Institution - The TurboTax Blog
WebJan 24, 2024 · Thus, it takes some time after a state government releases a form for the form to be available in TurboTax. In this case, you can see the estimated release date for Wisconsin Schedule I at this TurboTax webpage. Check the webpage and when the date is changed to "available", then the form is ready to use in TurboTax. WebFeb 18, 2024 · I too will be checking every couple of days. Yep - exactly the same issue, reported same on TurboTax site. TurboTax online help responded, advising me to to call into TurboTax help line. 5 minutes arguing with Robo-Operator to ask for live operator led to 15 min wait time to talk to a person - who had never hear of Schwab, asking "Shmab".... onefile exeter university
I have a 1099 int from Navy Federal but Turbo Tax won’t connect …
WebFind TurboTax help articles, Community discussions with other TurboTax users, video tutorials and more. Select a product ... Connect with us to share and inspire. Ask questions, get answers, and discuss topics with experts and users alike. TurboTax Community. WebJan 11, 2024 · Make changes to your 2024 tax return online for up to 3 years after it has been filed and accepted by the IRS through 10/31/2025. Terms and conditions may vary and are subject to change without notice. For TurboTax Live Full Service, your tax expert will amend your 2024 tax return for you through 11/15/2024. WebIt's easy. Follow these steps: Have your brokerage account number ready. Go to your online brokerage access website located at www.iconnect2invest.com. Click on the button marked Activate an Online Account. Complete the online access activation screen. Create your personal password. one file cloud storage