Please advise now to upload my 1099-B from my computer as TT is not able to connect to my Morgan Stanley at work account to import it. I have TurboTax premier desktop version on Mac. Thank you
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If your broker or financial institution is on our list of TurboTax Import Partners, you can securely import the following forms into TurboTax:
If your financial institution isn't a preferred partner, you can upload the forms from your computer or type it in yourself. You can import up to 1,500 transactions from your financial institution in TurboTax Online.
Follow these instructions to see how to take a picture of your 1099-MISC in the mobile app.
Tip: Be sure to select the correct financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import.
Related Information:
Thank you for sharing that info. Can1099-B also be uploaded for desktop (mac) version of TurboTax premier?
When I do search for 1099-B in my TT Premier, don't see "Jump To", as specified in the instruction: 'Select the Jump to link in the search results." I was only able to enter manually and I am worried if that is error prone.
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