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Yes you can. Just go to the Investment topic under Wages and Income within Federal Taxes area and indicate that you received a 1099-B. Then type into the search box UBS... when you see it show up in the list, use your arrow key to arrow down to select it and hit enter (using your mouse to select won't work). Then choose Continue at the bottom of the screen.
Yes you can. Just go to the Investment topic under Wages and Income within Federal Taxes area and indicate that you received a 1099-B. Then type into the search box UBS... when you see it show up in the list, use your arrow key to arrow down to select it and hit enter (using your mouse to select won't work). Then choose Continue at the bottom of the screen.
That did not work for me. My down arrow did not take me there. The tab key did, but after I hit enter and continue, I get the same message: "Documents not available until February 2021." Other thoughts anyone?
Sorry ... importing for the 2019 returns has closed once the efiling option closed as of 10/15/20.
No corona virus extension? Bummer... Lot's of manual inputting. My W-2 data importe4d without incident.
Where items are imported are different ... the employer's site may still be active but broker's usually shut down early ... take it up with them since TT has no control over what they do.
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'll enter the summary info instead of each individual transaction.
When you are done entering all your sales transactions, you'll eventually come to the Here's the investment sales info we have so far screen. Here you can edit, delete, or enter more sales.
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