To import your brokerage statement, please follow these steps:
- Click
on Federal > Wages & Income
- In
the Investment Income section click on the Start/Revisit box
next to Stocks, Mutual Funds, Bonds, Other. [See Screenshot #1,
below.]
- If
you have already entered some investment sales, you will see a
screen Here's the investment sales info we have so far. Click
on the Add More Sales link. [Screenshot #2]
- [NOTE: If you have imported your statement once, you should delete it before importing it again. Just click Delete.]
- If
you haven't yet entered some investment sales, you will see a
screen Did you sell any investments in 2017? Click the Yes
box.
- On the screen, Did you get a 1099-B or a brokerage statement for these sales? click the Yes box.
- On the Choose your bank or brokerage screen, select your brokerage and click Continue. [Screenshot #3]
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