Get your taxes done using TurboTax

In TurboTax Online, follow these steps to download information from your bank or financial institution.

1. Down the left side of the screen, click Federal.
2. Down the left side of the screen, click Wages & Income.
3. Click the down arrow to the right of Investments and Savings.
4. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
5. Click Add investments.
6. On the Let's import your tax info screen, enter the name of the bank or financial institution.
7. At the screen Let's import your tax info, select the icon for the bank or financial institution.
8. At the screen Let's get your forms, select Get my forms.
9. At the screen Connect Your Accounts, enter your bank or financial institution sign-in information.  Select Log In.
10. At the screen Got it.  Here are your forms, select the items to download.

Be advised that new downloaded information could duplicate or override previously downloaded information from the bank or financial institution.

See this TurboTax Help.