TiffanyL
Intuit Alumni

Business & farm

This may be able to assist you for the TurboTax personal preparation products. After you finish entering the sales for the first broker, continue through the interview until you get to the screen that says "Here's the investment sales info we have so far." On that screen, click the button that says Add More Sales. That will take you back to the beginning of the investment sales interview. A couple of screens later it will ask you for the name of the brokerage, and you can enter the second broker's name. Then continue to enter the sales for that broker. Repeat this as many times as needed to enter all the brokers. 

 

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