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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

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1 Reply
JotikaT2
Employee Tax Expert

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

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.  

Capital gains

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