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posted Jun 1, 2019 12:43:32 AM

How do I import the info from my stock broker like last year?

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1 Best answer
Expert Alumni
Jun 1, 2019 12:43:33 AM

To import your 1099-B (investment sales) from a broker that participates in the TurboTax Partner program:

  • Open (continue) your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return.)
  • Click Tax Tools (lower left side of your screen).
  • Select Tools.
  • In the pop-up window, select Topic Search.
  • In the I'm looking for: box, type 1099-b.
  • In the results box, highlight 1099-b, then click GO.
  • You'll land on Did you sell any investments in 2016? Click Yes. 
  • Did you get a 1099-B or a brokerage statement for these sales? Click Yes.
  • Choose your bank or brokerage. (Click the first screenshot below for reference.) Begin typing the name of the brokerage (or select it from the popular choices), then click the name in the drop-down box. Scroll down and click Continue. 
  • Nice! We can go ahead and import your 1099-B now. (Click the second screenshot below for reference.) Enter the information requested to access your account, then scroll down and click Continue to import the 1099-B.

Note: If using the TurboTax CD/Download software, you'll use the Find function and the "Jump to" link (instead of "Tax Tools") to search for the topic.


How do I import my 1099?  https://ttlc.intuit.com/replies/3389470

[Edited 03.30.2018 I 11:38AM PDT]

1 Replies
Expert Alumni
Jun 1, 2019 12:43:33 AM

To import your 1099-B (investment sales) from a broker that participates in the TurboTax Partner program:

  • Open (continue) your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return.)
  • Click Tax Tools (lower left side of your screen).
  • Select Tools.
  • In the pop-up window, select Topic Search.
  • In the I'm looking for: box, type 1099-b.
  • In the results box, highlight 1099-b, then click GO.
  • You'll land on Did you sell any investments in 2016? Click Yes. 
  • Did you get a 1099-B or a brokerage statement for these sales? Click Yes.
  • Choose your bank or brokerage. (Click the first screenshot below for reference.) Begin typing the name of the brokerage (or select it from the popular choices), then click the name in the drop-down box. Scroll down and click Continue. 
  • Nice! We can go ahead and import your 1099-B now. (Click the second screenshot below for reference.) Enter the information requested to access your account, then scroll down and click Continue to import the 1099-B.

Note: If using the TurboTax CD/Download software, you'll use the Find function and the "Jump to" link (instead of "Tax Tools") to search for the topic.


How do I import my 1099?  https://ttlc.intuit.com/replies/3389470

[Edited 03.30.2018 I 11:38AM PDT]