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Retirement tax questions
Go to the Federal section of the program.
- Select Income & Expenses
- Select Stocks, Mutual Funds, Bonds, Other
- Continue through the screens answering yes to confirm you have sales of investments to input this year.
- When you see the following screen, search for your bank name in the box to import the information directly into TurboTax
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‎February 9, 2020
5:19 PM