@ sandyspeck wrote:
Can I automatically import my tax forms from my financial institution?
I have already entered other forms, but now I need to import my tax forms from my financial institution. How can I do this?
Possibly, if the financial institution is an import partner with TurboTax, and if the institution has the forms ready for importing. What kind of forms? 1099-INT, 1099-DIV, 1099-B, etc. Many brokerages won't have 1099-B available until later this month.
It also depends on the product edition you use. Online Deluxe (which you appear to be using) cannot handle 1099-B, capital gains and losses from sales of stocks, bonds, etc.
