You'll need to sign in or create an account to connect with an expert.
Are you referring to importing investment information?
If so,
You may elect to report summary information. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered. You will enter the summary info instead of each individual transaction.
A cryptocurrency .csv file may also be downloaded or imported.
"Under file" is for the downloaded version only. In each section of the income area, if you can import anything that option will be presented at that time.
I have brought up the let’s import your Ameritrade data. It provides my account number but the document ID space is filled with dots or sometimes letters that cannot seem to be removed. When I did get the ID in and hit continue a msg comes back that they have no record of this account
very confusing and frustrating
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
andreeateodora21
New Member
TomG1
Returning Member
may1695
New Member
mollyarnold2019
New Member
bberardini
New Member