MarilynG1
Expert Alumni

Get your taxes done using TurboTax

If you're using TurboTax Online, you can save your PDF from Marcus/Goldman Sachs to your desktop and attach it to your return.

 

You may want to aggregate your total interest/dividends from them and manually enter it as one entry in the appropriate section, and use the PDF attachment for 1099-B data.  Choose Sales Section Totals. 

 

In TurboTax Desktop, here's How to Enter a Summary in Lieu of Individual Transactions.  You may not be required to mail anything, depending on transaction types. 

 

@sunshineInTheRain 

@boysixone 

@Cogswelj 

 

 

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"