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Returning Member
posted Nov 16, 2022 1:11:49 PM

changed brokerage account

n the past, Turbo Tax automatically populated all the information from my brokerage account because I provided my account number. I'm not sure what to do this year so that information from both accounts, my former and current, will autopopulate. 

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1 Replies
Expert Alumni
Nov 16, 2022 4:08:58 PM

It should be the same this coming tax season.   Take a look at this link that list most of the institutions that have arrangements to allow the import of the records:

https://proconnect.intuit.com/support/en-us/help-article/banking/financial-institutions-supported-import-client/L0GN0pZF7_US_en_US

 

Even if your brokerage is not listed, we can still assist you in getting the information entered correctly into your return.