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Retirement tax questions
TIAA is not one of TurboTax Import Partners. Ref: TurboTax Import Partners
You will manually have to enter your TIAA information following these steps:
- Open (continue) your return in TurboTax.
- In the search box, search for investment sales then select the Jump to link in the search results.
- Answer Yes to the question Did you sell any of these investments in 2021?
- If you land on the investment sales summary screen , select Add More Sales.
- Select Other then Continue.
- On the next screen, select the type of sale you had (like second home, collectible, or land) and Continue.
- Continue following the onscreen instructions to enter the sale.
This TurboTax link Where do I enter investment sales? has information you may find helpful.
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March 19, 2022
8:44 AM