MarilynG1
Expert Alumni

Get your taxes done using TurboTax

Unfortunately, TurboTax Business does not supporting importing financial data directly from brokerage accounts, only from QuickBooks.

 

However, you can Enter a Summary in Lieu of Individual Transactions if you have a large number of transactions, or enter the transactions manually.

 

Click this link for more info on Importing Financial Info to TurboTax Business.

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