How do I import my information from Stifel Nicholaus and company automatically

[HelenaC · Accepted solution]

When the information is ready, you can use the following instructions: How do I import my 1099?

According to their website www.stifel.com, if you're importing form 1099-B, those forms won't be ready until February 15th, 2019.

Per www.stifel.com: The IRS has extended the due date for brokerage firms who issue their 1099s on a consolidated basis from January 31 to February 15 (i.e., the 1099-DIV, 1099-INT, 1099-OID, 1099-MISC, 1099-B, 1099-C, and 1099-CAP are all in one consolidated statement to the client). Since Stifel issues on a consolidated basis, our due date per the IRS guidelines is February 15.

If you're not able to import this information tomorrow, please be patient. TurboTax has to receive the information from Stifel and this may take a few days after February 15.