QB Issue Resolution:
Retirement investment bank transactions are categorized as Personal in QuickBooks Self-Employed. However, you can add these transactions manually when it’s time for you to file your taxes to TurboTax.
I recommend reaching out to TurboTax Support. They can provide assistance on how you can add these transactions.
Check out this article for future reference: Send your tax info to TurboTax Online.
Resolution for Issue 'How to categorize retirement investment bank transactions (self-employed)?' available: Yes (Solved).
Source: Intuit Community forum.
How to categorize retirement investment bank transactions (self-employed)?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for bank transactions
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Error Recovery for bank transactions [Canada]
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