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nfin002
New Member

How do I upload my account information from my broker

This is my 2024 IRA account summary year end
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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

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