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Retirement tax questions
Forms that are available for download to your computer are not the same forms that are imported using the 'import' function, and those forms may not yet be available.
If you're using TurboTax Online, you can upload a PDF copy of your 1099-B into the program by choosing 'Sales Section' in the interview.
When attempting to import into TurboTax Desktop, make sure you have a good connection by choosing 'Allow' in the LAN settings (icon to the left of URL address in browser), have disabled your anti-virus programs, and have 'third party access' enabled in your broker account settings.
Remember that the IRS already has copies of all your 1099's so entering a Category Summary Total of your transactions is sufficient for your tax return.
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Wednesday