turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

brokerage importing

I need to get as much of TT return done as possible before surgery. If I import figures from Edward Jones accounts now, the only ones ready are 1099R. I assume the 1099R will import. Will I be able to import the 1099I later when they are ready? Or should I just wait to import from Edward Jones when all figures are ready? 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

brokerage importing

only EJ can answer your question. 

some brokers do allow the import of a specific tax document and later you can come back to import a different one.

 

View solution in original post

2 Replies

brokerage importing

only EJ can answer your question. 

some brokers do allow the import of a specific tax document and later you can come back to import a different one.

 

brokerage importing

Thank you.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question