Get your taxes done using TurboTax

Lots of mixed messages regarding this topic.

What I know for sure:

1. I had brokerage account with USAA for tax year 2019

2. From within TurboTax I created a dummy return to first test process without messing up hard data.

3.  From within TurboTax I went to File/Import/From Financial Institution

3.a. Searched for USAA, Chose USAA (1099 Tax Statements) then clicked continue

3.b. From there choose 1099-Div, 1099-B, etc., and follow the prompts to validate transfer of data from financial institution to TurboTax (2 factor authentication, etc.)

Piece of Cake.