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New Member
posted Apr 3, 2025 9:54:44 AM

I imported brokerage statements but need to confirm the dates of the statements in Turbotax. Can I view the first page of statement with date?

Brokerage firm issued "corrected" statements and I need to confirm that is what was imported into Turbotax.

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1 Replies
Employee Tax Expert
Apr 6, 2025 4:32:51 PM

Log back into TurboTax and follow the steps in this link to get back to your investment sales section of the program.

 

Select edit using the little pencil icon to the right of the applicable investment sale to review the applicable stock transactions needing review.