To post investments:
- Sign into TurboTax
- Select Work on other (Income/Deductions)
- There is a Sidebar to the left
- Under Federal
- Select Wages & Income
- In the main body, scroll down to Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) - Select it
- Depending on what you've already posted, you may see different screens
- If you've already entered some transactions you can Add Investments
- You may see Let's import your tax info
- Or you can choose [Enter a different way] I suggest you use this
- You will se a panel of 5 boxes
- Select the appropriate box - Continue
- Follow the interview.
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