GeorgeM777
Expert Alumni

Retirement tax questions

Yes, enter separate entries for each purchase even if the purchases were done on the same day and even if they were purchased at the same price.  You enter your stock purchases as follows:

  1. Log into your account
  2. Select Income & Expenses
  3. Scroll down the page to Investment Income
  4. Select Stocks, Cryptocurrency, Mutual Funds...etc
  5. Respond to the questions that appear.  You will see an option to import your transactions; however, continue through the application and you will see an option to I'll type it in myself.  
  6. Proceed to enter your information. 

@IImann1059

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