If your broker is listed in the dropdown list TurboTax provides, then double click on that broker and it will prompt you for the required information to retrieve and import the document. Sometimes it is a document number which means you must be able to see the form (hard copy or on your broker's website) and your account number, other times it's a password and account number. It varies per the financial institution. I rely on imported data as being fast and efficient; however, I double check the values just to be 100% sure everything migrated correctly.