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askauf
New Member

how do I go back to imput data from a second brokerage company

I transfered data from only one of two brokerage companies. I want to go back to
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1 Reply
JohnB5677
Expert Alumni

how do I go back to imput data from a second brokerage company

You can add a second 1099-B from another broker in TurboTax, 

 

  1. Go back to Federal 
  2. Wages & Income
  3. Scroll to Investment Income
  4. Click Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)".
  5.  Select "Add More Sales" on the summary screen to import or enter additional broker data. 

If you're still entering the first set of data,  look for the Add More Sales button on the "Here's the investment sales info we have so far" screen.  This will bring you step 5 above.

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