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Get your taxes done using TurboTax
If you're trying to import a 1099-B from a broker, in the Investment section, choose 'Add Investments'. Type in the name of the broker in the search area, then double-click on the one that applies (there may be more than one).
The Sign In window for your broker will open. Be sure you have 'third party access' enabled in your broker account. Once you have entered your credentials, you may get another window displaying documents ready to import.
If you're using TurboTax Desktop, you can disable anti-virus programs for a better connection to your broker. Here's How to Turn Off Anti-Virus Programs.
If you're using TurboTax Online, you can attach a PDF copy of your 1099-B to your return. Clear your Cache and Cookies between attempts to import.
If you can give more details about how far you get in the process and/or any messages you receive, we'll try to help.
You can also Contact TurboTax Support for help.
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