Truist + TurboTax: Bridge the Gap
Need to get your Truist Financial (formerly BB&T / SunTrust) bank statement into TurboTax? Truist uses MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance — which needs converting to CSV (N/A — TurboTax is tax filing software. Use BankScan AI output as a working reference to complete income and deduction sections.) for TurboTax import.
How BankScan AI Converts Truist for TurboTax
BankScan AI converts bank statement PDFs to organized CSV files that help you identify deductible expenses and verify income during TurboTax preparation. Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately.
How It Works
Upload your Truist PDF
Drag and drop your Truist statement. Supports PDF with MM/DD handling.
AI converts for TurboTax
Our AI parses Truist's layout, converts dates to MM/DD/YYYY (for reference), and outputs CSV.
Import into TurboTax
TurboTax doesn't import bank CSVs directly. Use BankScan AI to convert PDFs to Excel, then sort transactions by category to identify deductible expenses for manual entry into TurboTax.
TurboTax Import Tip
N/A — TurboTax is tax filing software. Use BankScan AI output as a working reference to complete income and deduction sections.
Truist to TurboTax Features
- Truist optimised — Trained on Truist's sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance with MM/DD parsing
- TurboTax formatted — Output as CSV with N/A — TurboTax is tax filing software. Use BankScan AI output as a working reference to complete income and deduction sections.
- Date conversion — Converts MM/DD to MM/DD/YYYY (for reference) automatically
Import Truist Data into TurboTax
After converting your Truist statement with BankScan AI:
- TurboTax doesn't import bank CSVs directly
- Use BankScan AI to convert PDFs to Excel, then sort transactions by category to identify deductible expenses for manual entry into TurboTax
Common Import Issues
No direct import. Common mistake: trying to upload CSV into TurboTax. Instead, use the spreadsheet to verify W-2 income, identify 1099 payments, and find deductible expenses.
Import Truist into TurboTax Today
Automatic date conversion (MM/DD to MM/DD/YYYY (for reference)), column mapping, and format validation.
Import Truist to TurboTax Free