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Level 1

Question

Where does turbo tax store downloaded brokerage transactions in the application. Downloaded version. IRS asking me to check individual trade trans actions

Forum|Forum|7 years ago
June 8, 2019
3 replies
35 views

IRS is asking me to compare my submitted return (transactions that were downloaded) to what they received from my brokerage firm. Morgan Stanley.

Where in my TTax app, are these transactions stored?

Please help. Been a TTax user for more than 10 years, now i need your help.

TurboTax Premier Windows

Level 15

First ... delete the IRS letter you attach on a PUBLIC forum.

Next ... imported information is not stored anywhere ... the info is entered on the appropriate forms. It was your responsibility to review the info for accuracy prior to filing the return. Since you used the downloaded version open the return and switch to the forms mode to review what was entered ... looks like a lot failed to make it to the return.

Level 15

I removed it. It had your Personal Info on it. This is a public user forum and the whole world can see what you post.

A

Anonymous

you should be able to download a copy of 1099-B from your brokerage and compare to return.. or call brokerage to mil you a copy.