☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Feb 26, 2025 8:39:38 PM

How do I upload my account information from my broker

This is my 2024 IRA account summary year end

0 1 388
1 Replies
Level 15
Feb 26, 2025 10:55:06 PM

It's not possible to import your IRA summary.  It is not a tax form like a 1099-R. In addition, there is likely no info on such a report that you would have to include in your return