MarilynG1
Expert Alumni

Get your taxes done using TurboTax

If your import is unsuccessful, here's How to Enter a Summary in Lieu of Individual Transactions if you are able to view/download your brokerage statements.

 

Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, "Box A short-term covered" or "Box D long-term covered."

 

You'll enter the summary info instead of each individual transaction.

 

 

 

 

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