topic Re: brokerage importing in Get your taxes done using TurboTax

brokerage importing

dgaema — Fri, 31 Jan 2025 16:54:29 GMT

I need to get as much of TT return done as possible before surgery. If I import figures from Edward Jones accounts now, the only ones ready are 1099R. I assume the 1099R will import. Will I be able to import the 1099I later when they are ready? Or should I just wait to import from Edward Jones when all figures are ready?

Re: brokerage importing

Mike9241 — Fri, 31 Jan 2025 17:14:56 GMT

only EJ can answer your question.

some brokers do allow the import of a specific tax document and later you can come back to import a different one.

Re: brokerage importing

dgaema — Sat, 01 Feb 2025 01:18:52 GMT

Thank you.