AamilD
Expert Alumni

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.

  1. Type "1099-b" in Search in the upper right
  2. Select "Jump to 1099-b"
  3. Say Okay! on Time to kick off your investments!
  4. Continue on Relax. We got it.
  5. On Let's import your tax info choose Enter a different way
  6. On OK, let's start with one investment type select Stocks, Bonds, Mutual Funds then Continue
  7. Enter the name of your brokerage and other info
  8. Say NO to Do these sales include any employee stock?
  9. Finish answering the questions and enter your sales