Yes, you can manually enter your transactions rather than importing them from your brokerage firm. It appears you may have Restricted Stock Units (RSUs) to report or perhaps shares purchased through your firm's Employee Stock Purchase Plan (ESPP). If that is so, or if your shares were obtained through another method, provide that additional information so that we can better understand your tax situation. Just an fyi, the tax calculation for RSUs is different than it is for shares purchased through an ESPP.
Here are the steps to follow to manually enter your transactions. Whether you enter them manually or upload them, the beginning part of the process is the same.
- Sign-in to your account.
- Select Federal in the left margin.
- Select Wages & Income, left margin.
- On Your Income and expenses screen scroll down to Investment and Savings.
- Click on the drop-down arrow if necessary to reveal more options.
- Click Start/Revisit across from Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
- At the screen Let's import your tax info, you will see the option to Enter a different way.
- Then select the type of investment.
- Continue to enter information as prompted.
- At the screen Now, choose how to enter your sales, make the appropriate selection.
- Enter your stock information. It is here where you can enter your cost basis.
If you are using TurboTax CD/download, the process is very similar.
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