GeorgeM777
Expert Alumni

Get your taxes done using TurboTax

If you have only one transaction to enter, perhaps the best option would be to enter the transaction manually rather than trying to upload it.  If you are using TurboTax on-line, go to the Income & Expense section, then scroll down the page to Investment Income, and click on the drop down arrow to reveal all the options.  Select Stocks, Cryptocurrency, Mutual Funds...

 

You may have already seen the page "Let's import your tax info."  At the bottom of that page is the "I'll type it myself" button.  Click on that button and enter your information.

 

In TurboTax desktop you will go to Wages & Income under Federal Taxes.  At the page "How do you want to enter your income?" select "I'll choose what to work on."  Scroll down to Investment Income, and select Stocks, Mutual Funds, Bonds.  Answer the questions accordingly, but when you get to the page where you have the option to upload your documents, select the option to "I'll type it in myself."  Then enter your information. 

 

@bartolmi

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