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After you file

How to import your 1099 financial institute information:  (Please note that this section in the program is not quite ready.)

  1. Open your return.
  2. Search for investment sales.
  3. Click on Jump to investment sales.
  4. Answer "Yes".
  5. Click "Continue".
  6. Click on type of investment sold, Click on Continue.
  7. Click on Continue again.
  8. Choose or search for financial institute to import from.
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