HeatherPLO
Intuit Alumni

Get your taxes done using TurboTax

You may need to check your brokerage to see if they are allowing third-party access. Since you have done this, you may have to manually enter your forms.  For more details, please see below:

 

Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here How can I fix my 1099 import issue?

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