1099 import for 2024 broker statements.

[louis-girardin]

1099 import for 2024 broker statements (Raymond James). the only option to select is for 2025 1099s that will not be issued until 2026

[xmasbaby0]

@louis-girardin It is too late to import a broker statement for 2024 into tax software.   They are getting ready for 2025.   Get the statement online and key in your amounts by hand.

[louis-girardin]

thank you for the quick reply.  are you familiar with any options other than manually imputing close to 1000 transactions

[rjs]

@louis-girardin 

You can make summary entries. When TurboTax asks how you want to enter your sales, select "Sales section totals."