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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.
‎November 15, 2020
1:37 PM