RobertB4444
Expert Alumni

Get your taxes done using TurboTax

Equate Plus doesn't appear to be partnered with TurboTax yet.  Since you can't import through Computershare you're sort of stuck on importing your statement.  So you have a few options-

 

Enter it manually - if you only have a few transactions this is the best option.

 

Enter summary totals - here's how to do this.  It does require that you mail in your broker statement if you have any uncovered stock sales.

 

Import a CSV of all your trades - You can create a CSV file and import that into TurboTax.  It will require you to enter it through the interface for Cryptocurrency but the trades will be entered correctly.  Here is how to do that.

 

@jeanwangard 

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