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Returning Member
posted Feb 23, 2024 9:57:32 AM

Entering Investment Transactions and data from a Quicken File

How do I import data from a file that I exported from my broker in a quicken format into TurboTax.  I do not have Quicken installed on the PC.  Thank you,

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1 Replies
Expert Alumni
Feb 23, 2024 10:46:20 AM

If you're using TurboTax Online, you can import a PDF of financial transactions (stock sales on 1099-B) into your tax return if you can save your file as a PDF. 

 

Otherwise, if you're using TurboTax Desktop, you can import directly from your broker into TurboTax.

 

Here's detailed info on How to Import 1099 Forms.