- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Brokerage Account Basics
I was thinking about opening a fidelity brokerage account next year, and I was looking for a general guide of what I need to keep track of with my TurboTax account.
I read that TurboTax Premiere can link and import to brokerage accounts. Does this automatically import everything I need for my tax return and I don't need to worry about anything else?
Do I need need to keep track of every stock/security that I sell throughout the year and report each sale individually to turbotax? Can I enter each sale as I go through the year so that I don't have a large number to enter all at once at filing time?
Thank you for your help! As you can see, I am new to this.
Topics:
‎July 31, 2020
4:56 AM