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Get your taxes done using TurboTax
Importing from a financial institution is only for the current tax year. You can no longer import data for 2021, and there is no way to upload a PDF.
You didn't say what kind of income documents you want to import. If it's Form 1099-B for investment sales, and Form 8949 is required, you can make summary entries and attach a copy of the brokerage statement to your tax return. You can no longer e-file a 2021 tax return, so you have to file by mail in any case.
If you have wash sales, and the adjustments are shown on the brokerage statement, you do not have to enter them separately or calculate the adjustments yourself.
‎November 26, 2022
6:26 PM
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