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New Member
posted Jun 1, 2019 12:09:16 PM

How do I import stock information from my broker into turbotax business?

I was able to import broker and bank stock info. into my personal TurboTax Home & Business file.  I would like to do the same for my Trust(s) in TurboTax Business.  Is this possible?

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1 Best answer
Level 15
Jun 1, 2019 12:09:18 PM

" Is this possible?"

 

No. Unfortunately, TurboTax Business does not support importing information from financial institutions or tax reporting statements as can be done with TurboTax personal income tax preparation products.

4 Replies
Level 15
Jun 1, 2019 12:09:18 PM

" Is this possible?"

 

No. Unfortunately, TurboTax Business does not support importing information from financial institutions or tax reporting statements as can be done with TurboTax personal income tax preparation products.

Level 3
Feb 17, 2021 3:58:47 PM

"No" is not an answer to this question.

Why not and when will it be ready to do do? 

Why did I pay so much for a handicapped application?

Manually entering 1099-B info could take hours.

OMG!!

Level 3
Mar 21, 2022 8:33:57 AM

Wow, 2 years have gone by and the answer is still "No"??

Pretty sad.

Level 15
Mar 21, 2022 8:55:20 AM


@David2233 wrote:

Wow, 2 years have gone by and the answer is still "No"??


Correct and, most likely, that is due to lack of demand.