LeonardS
Expert Alumni

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:

  1. Open (continue) your return in TurboTax.
  2. In the search box, search for investment sales then select the Jump to link in the search results.
  3. 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.
  4. Select Other then Continue.
  5. On the next screen, select the type of sale you had (like second home, collectible, or land) and Continue.
  6. Continue following the onscreen instructions to enter the sale.

This TurboTax link Where do I enter investment sales?  has information you may find helpful.

@garciaatsocrates

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