topic I cannot bring up the import button. Directions say under file but it is not there??? in Get your taxes done using TurboTax

I cannot bring up the import button. Directions say under file but it is not there???

xxxjimbo — Mon, 09 Mar 2026 09:00:42 GMT

Comment do not address how to find Import button. I cannot find it???

Re: I cannot bring up the import button. Directions say under file but it is not there???

JamesG1 — Mon, 07 Mar 2022 14:12:49 GMT

Are you referring to importing investment information?

If so,

Go to Federal / Wages & Income / Your income / Investments and savings.
Click Edit / Add / Start to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other....
Click on Add investments.

You may elect to report summary information. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered. You will enter the summary info instead of each individual transaction.

Open or continue your return and search for stock sales.
Select the Jump to link in the search results
Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2021?
- If you land on Your investment sales summary, select Add more sales
On the OK, what type of investments did you sell? screen, select Stocks, Bonds, Mutual Funds, then Continue
On the Let's import your tax info screen, select I'll type it myself
Step through the interview and select Sales section totals when prompted to choose how to enter your sales
You will now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category. When finished, select Continue
You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen.

A cryptocurrency .csv file may also be downloaded or imported.

Re: I cannot bring up the import button. Directions say under file but it is not there???

Critter-3 — Mon, 07 Mar 2022 14:16:23 GMT

@xxxjimbo

"Under file" is for the downloaded version only. In each section of the income area, if you can import anything that option will be presented at that time.

Re: I cannot bring up the import button. Directions say under file but it is not there???

xxxjimbo — Thu, 10 Mar 2022 12:48:19 GMT

I have brought up the let’s import your Ameritrade data. It provides my account number but the document ID space is filled with dots or sometimes letters that cannot seem to be removed. When I did get the ID in and hit continue a msg comes back that they have no record of this account

very confusing and frustrating

Re: I cannot bring up the import button. Directions say under file but it is not there???

CarissaM — Fri, 11 Mar 2022 01:53:47 GMT

It would be best to follow the instructions here to contact u by phone so we can better assist you. @xxxjimbo