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New Member
posted Mar 22, 2020 1:43:21 PM

Can I view the list of transactions I imported directly from my Brokerage Account to my Turbo Tax online 1040?

I see the summary of bottom line Gain (Loss), but want to check the actual transactions to compare to my 1099-B.

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1 Replies
Expert Alumni
Mar 22, 2020 2:08:56 PM

To view your entries, follow these directions.

  • Down the left side of the screen, click Federal.
  • At the top of the screen, click Income & expenses.
  • Under Your income and expenses, click the Edit/Add button to the right of Stock, mutual funds, bonds, other.
  • At the screen Here are all your investment sales, click Edit to the right of the investment to be viewed.
  • At the screen Tell us more about this sale, click Continue.
  • Click the pencil icon to the right of the investment to be edited.
  • At the screen Now we’ll walk you through entering your sale details, review the entries.