How do you downloan stock transactions ?

trporter · ‎June 4, 2019

LindaA · ‎June 4, 2019

You may import your 1099-B (stock transactions) if your brokerage participates in the TurboTax Partner program.

Open (continue) your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return.)
Click My Account (top right of your screen).
Select Tools.
In the pop-up window, select Topic Search.
In the search bar, type 1099-b.
In the results box, highlight 1099-b, then click GO.
You'll land on Did you sell any investments in 2016? Click Yes.
Did you get a 1099-B or a brokerage statement for these sales? Click Yes.
Choose your bank or brokerage. Begin typing the name of your broker and select it in the drop-down box (or click a popular choice), then scroll down and click Continue. (Click the first screenshot below for reference.)
Nice! We can go ahead and import your 1099-B now. (Click the second screenshot below.) Enter the information requested to access your account (user id and password). For security reasons, you'll need to click the box next to I'm not a robot and follow the instructions. Once there is a green check-mark next to "I'm not a robot", you may scroll down and click Continue to import the 1099-B.

Note: If using the TurboTax CD/Download software, you'll use the Find function (instead of "My Account") to search for the topic.

LindaA · ‎June 4, 2019

You may import your 1099-B (stock transactions) if your brokerage participates in the TurboTax Partner program.

Open (continue) your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return.)
Click My Account (top right of your screen).
Select Tools.
In the pop-up window, select Topic Search.
In the search bar, type 1099-b.
In the results box, highlight 1099-b, then click GO.
You'll land on Did you sell any investments in 2016? Click Yes.
Did you get a 1099-B or a brokerage statement for these sales? Click Yes.
Choose your bank or brokerage. Begin typing the name of your broker and select it in the drop-down box (or click a popular choice), then scroll down and click Continue. (Click the first screenshot below for reference.)
Nice! We can go ahead and import your 1099-B now. (Click the second screenshot below.) Enter the information requested to access your account (user id and password). For security reasons, you'll need to click the box next to I'm not a robot and follow the instructions. Once there is a green check-mark next to "I'm not a robot", you may scroll down and click Continue to import the 1099-B.