Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Mar 27, 2021 1:25:40 PM

How to enter investment data from multiple accounts in one brokeridge?

Dear Gentlepersons:

I have multiple investment accounts at one brokeridge firm.  I can enter one into TurboTax but I cannot find how to enter the others.  Please help.

 

Richard

0 1 361
1 Replies
Employee Tax Expert
Mar 28, 2021 9:44:32 AM

To enter your additional securities sales information from your 1099-B, you can do the following:

  1. Go back into your program and select the Personal tab (if you are in Home & Business). 
  2. Then select Personal Income. 
  3. Select the blue box that says I'll choose what I work on
  4. Scroll down and select Update to the right of Stocks, Mutual Funds, Bonds, Other under the Investment Income section. 
  5. You will be able to select Add More Sales on the screen titled Here's all the investment accounts we have so far.