topic Importing Brokerage Statements in Get your taxes done using TurboTax

Importing Brokerage Statements

jdg0413 — Tue, 11 Mar 2025 03:50:56 GMT

Hi, does anyone know if/how to import a brokerage (Schwab) statement/info into Turbo Tax for LLC's (partnership)? I have hundreds of trades I need to import. TIA

Re: Importing Brokerage Statements

VictoriaD75 — Wed, 12 Mar 2025 02:25:37 GMT

You should be able to import in the investments income section of the software. If you are having trouble importing from your Schwab account, see the link below.

How do I enter a large number of stock transactions in TurboTax?

How can I fix my 1099 import issue?

@jdg0413

Re: Importing Brokerage Statements

jdg0413 — Wed, 12 Mar 2025 02:50:43 GMT

thank you, @VictoriaD75 - there does not appear to be that ability in TurboTax Business 2024 for LLC's and Partnerships, that I can find. Nothing like that shows up anywhere.

Re: Importing Brokerage Statements

VolvoGirl — Wed, 12 Mar 2025 03:55:25 GMT

Sorry, Unlike many other TurboTax products, TurboTax Business does not support import from employers, payroll providers, brokerages, financial institutions, Quicken, Quicken Rental Property Manager, ItsDeductible, or Tax Exchange Format (.txf) files.