How to manage tax data?

TurboTax says to use Mint to manage complex data like charitable contributions that can be imported into TurboTax. How?



I'm sorry for any trouble with the connectivity between Mint and TurboTax, I know it can be confusing.  Unfortunately the only information you can really import from Mint is 1099-INTs, and those aren't really imported from us so much as through the connection we already have with your financial institution (since it's not something we actually import normally in Mint).  

However to keep track of something like charitable contributions, the easiest way is with Tags.  You can create a custom tag and add that to transactions throughout the year.  Then when it's time to do taxes, you can click that tag from the left sidebar menu of the Transactions page to see only transactions with that tag.  I hope this helps!


Was this answer helpful? Yes No
Default user avatars original
Mint Jesse , Community Manager

No answers have been posted

More Actions

People come to Mint for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach: