With Betterment, you can automatically import your tax information into TurboTax, H&R Block, and TaxAct. Here’s what you need to know.https://www.betterment.com/resources/tax-software-importing/ …
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Als antwoord op @Betterment
@turbotax tells me that@Betterment has no 2019 tax forms available, even though I can see and download the PDFs manually. Any ideas?1 antwoord 0 retweets 0 vind-ik-leuks -
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Hi James - Thanks for your question! You’ll need to generate an app password in order to use TurboTax or any 3rd-party aggregators. Just log in from a web browser and go to Settings > Security > Generate a new app password. Please see http://Betterment.com/taxtime for more info!
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It’s not a problem with connecting to TurboTax. The app passwords work fine. I receive an error message that, although TurboTax connects, there are no files available for download.
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Als antwoord op @JamesNovakNeph
Thanks for letting us know. Our developers are currently investigating this further, working with Turbotax. It seems like this is specifically related to the TurboTax desktop version. We'll keep you updated with what they tell us!
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Als antwoord op @BettermentHelp @JamesNovakNeph
Any updates on working with TurboTax (Mac) desktop version? I'm receiving a slightly different error "This import was unsuccessful.", but the app password itself is successful (I receive a different error message if I don't use an app password).
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Als antwoord op @npfet @BettermentHelp
That’s the error message I receive, too. No help from
@BettermentHelp or@TeamTurboTax so far.2 antwoorden 0 retweets 0 vind-ik-leuks -
Als antwoord op @JamesNovakNeph
Hi James, please send us a DM. This will allow us to reply with Intuit's troubleshooting instructions.
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Als antwoord op @BettermentHelp
Twitter blocks me from sending a direct message to
@BettermentHelp.1 antwoord 0 retweets 0 vind-ik-leuks
You should now be able to send the DM
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