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wbaker
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How do I get to to my Brokerage statements? I want to have direct putting info numbers for income, dividends, interest, cap gains, etc.

How do I get the brokers firm to automatically download dividends, interest, etc like I did last year?

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1 Reply

How do I get to to my Brokerage statements? I want to have direct putting info numbers for income, dividends, interest, cap gains, etc.

You can choose to import your brokerage statements when you are in the investments section of your tax return.  See the TurboTax FAQ below for steps.  Click "See entire answer" for the full page view.

https://ttlc.intuit.com/replies/3389470

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