topic How do you import data from a financial institution into TurboTax? in Get your taxes done using TurboTax

How do you import data from a financial institution into TurboTax?

w-shaffer10 — Thu, 06 Jun 2019 08:47:54 GMT

1. Go to Federal, then select Wages and Income. 2. Choo...

LisaBr — Thu, 06 Jun 2019 08:47:56 GMT

1. Go to Federal, then select Wages and Income.

2. Choose Investment Income, and Stocks, Mutual Funds, Bonds and Other.

3. You will Yes to the next two pages that you have sales to report and you have a 1099-B.

4. The next page is where you will import. Type in the name of your brokerage firm or choose from the boxes, Continue.

5. The next page will require you to type your brokerage User Name and Password and click on box that you aren't a robot.

6. There will be an additional security measure to click on the pictures that they ask you to match, Continue.

7. The next page will list all your information at your brokerage firm. This information may be more than just your 1099-B. Choose the information that relates to your taxes, such as 1099-INT, 1099-DIV, 1099-R, as well as 1099-B.

8. Click Import Now.

Re: How do you import data from a financial institution into TurboTax?

Barbwillie — Mon, 24 Aug 2020 20:12:28 GMT

How to get there

Re: How do you import data from a financial institution into TurboTax?

Barbwillie — Mon, 24 Aug 2020 20:13:00 GMT

Get me to federal

Re: How do you import data from a financial institution into TurboTax?

VolvoGirl — Mon, 24 Aug 2020 20:14:48 GMT

What do you want to import?

How to import or enter your W2,

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-or-enter-my-w-2/00/26253

Importing 1099 forms

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/00/26254

But It is just as fast and easy to manually enter it. When you enter a 1099 the first screen is How to Enter, by Import or Enter it Myself. Scroll down and click the last circle to enter it myself.

Re: How do you import data from a financial institution into TurboTax?

Critter-3 — Mon, 24 Aug 2020 20:15:13 GMT

Log in to your account ... if you do not see the option to continue the return scroll down and click on ADD A STATE to open the account ...

Re: How do you import data from a financial institution into TurboTax?

VolvoGirl — Mon, 24 Aug 2020 20:29:04 GMT

Are you using the Online version? Log into your account then Click on Add a State to let you back into your return.

Re: 1. Go to Federal, then select Wages and Income. 2. Choo...

stevenliz — Wed, 16 Feb 2022 18:54:16 GMT

I imported this a week ago and I need to change it . How do I do that? Following your instructions doesn't get me there

Re: 1. Go to Federal, then select Wages and Income. 2. Choo...

JamesG1 — Wed, 16 Feb 2022 20:41:08 GMT

Are you wanting to manually correct your W-2 or something else? Please clarify.

In TurboTax online, follow these steps to edit or correct a W-2.

Down the left side of the screen, click on Federal.
Across the top of the screen, click on Wages & Income.
Under Your income, scroll down to W-2.
Click on Edit/Add to the right of W-2.
Click on the W-2 to be corrected or edited.
Enter the data from the form and answer the interview questions.

TurboTax Help explains how to import a W-2.

@stevenliz

Re: 1. Go to Federal, then select Wages and Income. 2. Choo...

mrr4 — Fri, 14 Apr 2023 18:20:38 GMT

how do i import additional accounts from same company from which I've already imported some data? Do I have to imprt my wifes account from same institutio separately from my import?

Re: 1. Go to Federal, then select Wages and Income. 2. Choo...

MichelleLO — Fri, 14 Apr 2023 18:34:18 GMT

Please click here to see the instructions provided by CatinaT1 in this Community thread regarding importing from multiple brokerage accounts.

@mrr4