How do I enter the information I received from my broker with Package and Document IDs?

[KarenM90]

If you are asking how to import information from a brokerage firm, you can do that under the Income & Expenses section under Stocks, Mutual Funds, Bonds Other.

You cannot upload the actual pdf's or paper documents but a direct import from most brokerage firms is available.

Here is a link that will provide you more information:  Importing 1099 Information

[Calico33]

Thank-you for your reply. Last year, for tax year 2020, I was able to enter the Package and Document Ids. I did this because what was being "automatically imported" when I  selected my financial institution was not capturing all that was needed. Basically I want to know how to enter those IDs. I cant find where to do this. 

[Calico33]

Thank-you for your reply. Last year, for tax year 2020, I was able to enter the Package and Document Ids. I did this because what was being "automatically imported" when I  selected my financial institution was not capturing all that was needed. Basically I want to know how to enter those IDs. I cant find where to do this. 

[MarilynG1]

The Package and Document IDs are usually printed on the cover page of the year-end documents from your brokerage company.

If you did not receive the documents, you may be able to retrieve the IDs from your online brokerage account or by giving them a call.

Click this link for more info on How to Import 1099 Forms.