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Investors & landlords
I was upset that TT didn't have a temporary fix in place prior to end of 2020. I use Fidelity and Schwab and both were available by Feb 19. You need Premier or above to import your data from your broker. Go to Fed taxes, Income Summary, Investment Income, and start stocks...
Add sales, receive 1099-B: yes, check import from bank or brokerage, continue, select your brokerage, continue, and log into your brokerage as you normally would.
The default is to download more than you may want. Just check what you want.
March 1, 2021
10:31 PM