topic Started taxes and finished personal info. Started income but have not seen way to download info from broker? in Get your taxes done using TurboTax

Started taxes and finished personal info. Started income but have not seen way to download info from broker?

jmccarthy — Tue, 04 Jun 2019 22:39:54 GMT

In TurboTax CD/Download under the Personal tab > Personal...

CDKristopherP — Tue, 04 Jun 2019 22:39:57 GMT

In TurboTax CD/Download under the Personal tab > Personal Income > Investment Income & in TurboTax Online under Federal Taxes > Wages & Income > Investment Income.

One of the first questions is if you received a form from you bank or brokerage, if so then it will bring up a list of the major banks and brokerages, if you have an account with one of these you can put in your information and import your data.

Think the problem was TT profiled Deluxe on-line download...

jmccarthy — Tue, 04 Jun 2019 22:39:59 GMT

Think the problem was TT profiled Deluxe on-line download, didn't catch that, went back and picked Mac CD from download.Lots of differences buying a disc as opposed to on-line purchase.