turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

nfin002
New Member

How do I upload my account information from my broker

This is my 2024 IRA account summary year end
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

How do I upload my account information from my broker

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

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question