@rflores511 wrote:
is this a feature of TT online premium only. dont see it in TT download premier. thanks.
@rflores511
It's not clear what feature you are asking about. Here are...
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@rflores511 wrote:
is this a feature of TT online premium only. dont see it in TT download premier. thanks.
@rflores511
It's not clear what feature you are asking about. Here are step by step instructions for TurboTax Download Premier. The steps will vary if you have already entered other investment sales.
Click the Federal Taxes tab.
Click Wages & Income.
Click I'll choose what I work on.
Scroll down to Investment Income.
Click Start or Update to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
Did you have investment income in 2025? - Click Yes.
Click Add investments.
At the screen "Let Us Enter Your Bank and Brokerage Tax Documents," at the very bottom of the screen click Skip Import.
At the screen "OK, let's start with one investment type," select Stocks, Bonds, Mutual Funds. Click Continue.
At the screen Which bank or brokerage is on your 1099-B, enter any name you like for the Bank or brokerage. (See my earlier reply above.) Click Continue.
Do these sales include any employee stock, click No.
Do you have more than three sales on your 1099-B, click No.
Do these sales include any other types of investments, click No.
Did you buy every investment listed on your 1099-B, click Yes. Click Continue.
At the screen Now, choose how to enter your sales, select One by one. Click Continue.
At the screen Look for your sales on your 1099-B, click Continue.
At the screen "Now, enter one sale on your 1099-B," for the Sales section select "Short-term did not receive 1099-B form" or "Long-term did not receive 1099-B form" as appropriate. Enter the information about the sale. Click Continue.
Repeat if necessary by clicking Add another sale. Click Continue.