`
cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
New Member

How do I access my janney account to download?

 
1 Reply
Highlighted
Level 15

How do I access my janney account to download?

To import a Form 1099-B from a brokerage account you will need to upgrade to the Premier edition.

To enter an investment sale from a brokerage account (1099-B), follow the steps below.

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Under Investment Income
  • On Stocks, Mutual Funds, Bonds, Other, click the start or update button

Or enter investment sales in the Search box located in the upper right of the program screen.  Click on Jump to investment sales