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Get your taxes done using TurboTax
not all brokerages have this feature.
you can see by going to the file tab
click on import
click on from financial institution
a window will open
type in the name of the FI. you can sometimes use part of the name such as Schwab for Charles Schwab, Scot for Scottrade, etc. if it does not show up then probably not
a word of warning, even if you can import, you and not TT are responsible for making sure what was imported is complete and correct. some info may not import.
‎August 5, 2019
8:42 PM