IreneS
Intuit Alumni

Get your taxes done using TurboTax

Yes - You can download your information from TD Ameritrade.  Please follow these steps:

  1. On the Wages & Income screen, under Investment Income, click the Start/Update box next to Stocks, Mutual Funds, Bonds, Other
  2. On the screen, Did you get a 1099-B or a brokerage statement for these sales? click the Yes box.
  3. On the screen, Let's get your tax info, enter TD Ameritrade in the search box.
  4. Click on their logo in the window.
  5. Enter the sign in information on the next screen.

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