JotikaT2
Employee Tax Expert

Retirement tax questions

Go to the Federal section of the program.

  1. Select Income & Expenses
  2. Select Stocks, Mutual Funds, Bonds, Other
  3. Continue through the screens answering yes to confirm you have sales of investments to input this year.
  4. When you see the following screen, search for your bank name in the box to import the information directly into TurboTax

Import page

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