@jsss8791 wrote:
Okay but is there any way for me to know via the turbotax website/UI interface as to whether I had entered the two brokerages? What were the inputs to the turbotax?
I don't know what you mean "you linked". If you go to the investments section, and enter a broker name, user ID and password, the program will say something like "we found your documents" and then it will give you a list to confirm--1099-B, 1099-DIV and so on. Then you should have a choice to "add another". But you have to manually do that every year. Just because you downloaded files from broker X in 2022 does not mean the program will automatically connect to broker X in 2023, you have to initiate that action yourself. (Usually the program will create a series of blank forms for prior brokers, and you will be prompted to "update" or "revisit" these accounts to download the current year data. If you don't initiate that, it won't happen and the forms will remain blank, although the program should continue to flag that as an issue for review.)
Once the data are downloaded from broker X, they should appear in your tax return.
If you used Turbotax installed on your own Mac or PC, you can open your file and switch to Forms mode. There should be a program worksheet for each broker you downloaded. If you used Turbotax online, you can't see the internal worksheets online. You can download your pdf for "all forms and worksheets", but it doesn't actually include all forms, just most forms, and the broker summaries might or might not be there. You can also print your form 8489 to see if all your sales transactions are listed. But you already know they are not, so it sounds like you might not actually have downloaded all the broker data.
