topic Re: Stocks in Get your taxes done using TurboTax

Stocks

newt35811 — Mon, 15 Mar 2021 18:49:21 GMT

How to add financial firms and account numbers to provide account information for 2020 income tax with Turbo Tax

Re: Stocks

newt35811 — Tue, 16 Mar 2021 13:46:13 GMT

How do I get turbo tax (premium) to go my brokerage firm with my account number to transfer capital gains/loses to my turbo tax. I tried to type Vanguard in under institution and it would not allow me to do this.

Re: Stocks

PaulaM — Wed, 17 Mar 2021 22:40:10 GMT

Please see How do I import my 1099? to import your tax document from your financial institution. Comment back if you meant something else, please.

Re: Stocks

newt35811 — Fri, 19 Mar 2021 18:40:28 GMT

This year I had several issues with turbo tax (TT) which I have not had in past years. the most important was concerning importing items from a brokerage firm (Vanguard in my case). I worked several hours on this then sent a help message to TT and took 1 or 2 days for a reply. It would be so easy and consumer friendly for TT

when one get to dividends/ interest/cap gains to have in TT instructions for that line item "please click here to see how to import items for various financial institutions". I am sure others had the same problem.