- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
importing interactive brokers IRA into Turbo Tax 2021
I have six accounts with IBKR, 2 taxable and 4 IRA. Do I use the Token and Query ID to import all six into Turbo Tax 2021? When I do, it seems like Turbo Tax is adding the capital gains on my IRA to my taxable income. Should I leave out the Token and Query ID from the IRA accounts and just add the 1099-R manually from the accounts that took distributions?
March 21, 2022
8:39 AM