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Investors & landlords
@maroark257, if your financial institution is not listed, it most likely means the have not partnered with TurboTax for the import feature. However, you can still enter that information manually.
As @ErnieS0 stated above, please follow the steps to enter the information manually.
- Type "1099-b" in Search in the upper right
- Select "Jump to 1099-b"
- Say Okay! on Time to kick off your investments!
- Continue on Relax. We got it.
- On Let's import your tax info choose Enter a different way
- On OK, let's start with one investment type select Stocks, Bonds, Mutual Funds then Continue
- Enter the name of your brokerage and other info
- Say NO to Do these sales include any employee stock?
- Finish answering the questions and enter your sales
March 7, 2022
4:02 PM