How to manage tax data?

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

Answer

jcsdjs,

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!

Regards,
Jessie

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