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Investors & landlords
Thanks for the suggestion!! I started an online version and then just skipped all the required information on income and went straight to import my brokerage account. I hit the link for JPM and it took me to my online JPM account and they texted me a code which I then input into the downloaded version of Turbotax which then allowed me to import the files. There is no need to save the online version and then re-open in the download version of Turbo Tax. Took me five minutes, which is way better than manually importing everything.
‎April 3, 2022
11:50 AM