I put in my sale of stocks myself, but would like to see if I can have Turbo Tax import from my Edward Jones acct. just to be sure I did everything correctly. How do I?

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Best answer by TomYoung

In "desktop" TurboTax there's two way of initiating the import.

1) You reach up to the upper left hand corner of the screen and select "File" > "Import" and follow the prompts

2) Using any of the 1099-DIV, 1099-INT or 1099-B interviews you are asked if you want to import or type it in yourself.

I'd expect "online" would work similarly. I know it has to have the 2nd option.

Tom Young

Answer

Alumni - Champ

In "desktop" TurboTax there's two way of initiating the import.

1) You reach up to the upper left hand corner of the screen and select "File" > "Import" and follow the prompts

2) Using any of the 1099-DIV, 1099-INT or 1099-B interviews you are asked if you want to import or type it in yourself.

I'd expect "online" would work similarly. I know it has to have the 2nd option.

Tom Young

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