TurboTax + Divorce Proceedings: Complete Workflow
Preparing for divorce proceedings and using TurboTax? Divorce financial disclosure (Form E) requires detailed bank statement analysis. Solicitors and clients need to review months of transactions to identify assets and spending. BankScan AI bridges the gap between your bank's PDF statements and TurboTax's import feature.
BankScan AI → TurboTax for Divorce Proceedings
Convert bank statement PDFs to CSV formatted for TurboTax import. Convert bank statements to searchable Excel spreadsheets for Form E preparation, asset tracing, and financial disclosure in divorce proceedings.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12 months minimum, often 2-3 years for asset tracing and establishing spending patterns during the marriage of statements.
AI formats for TurboTax
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. — dates in MM/DD/YYYY (for reference).
Import and use for divorce proceedings
Upload into TurboTax and use the reconciled data for divorce proceedings.
Supported Banks
BankScan AI works with all major UK and US banks, including:
TurboTax + Divorce Proceedings Features
- TurboTax ready — Output formatted as CSV matching TurboTax's expected column structure
- Smart integration — TurboTax's expense finder feature works alongside BankScan AI data — cross-reference your converted statements with TurboTax's deduction suggestions for maximum tax savings.
- Built for Divorce Proceedings — Convert bank statements to searchable Excel spreadsheets for Form E preparation, asset tracing, and financial disclosure in divorce proceedings.
Import for Divorce Proceedings into TurboTax
After converting your bank statements for divorce proceedings:
- 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.
TurboTax Import for Divorce Proceedings
Form E must be filed by the court deadline, typically 35 days after the directions order; late disclosure can result in adverse cost orders
Convert for TurboTax + Divorce Proceedings