You'll need to sign in or create an account to connect with an expert.
You get the option to import near the beginning of the "Stocks, Mutual Funds, Bonds, Other" interview, not deep in the bowels of a specific step by step interview. When you begin the interview almost the first thing you're asked is "did you get a 1099-B"? and if you answer "Yes" then TurboTax starts the interview section for "importing."
If you've got "Fidelity" already established as a broker then delete Fidelity and start the "Stocks, Mutual Funds, Bonds, Other" interview again, answering "Yes" to the "1099-B?" question.
Actually, it might very well be too soon to start importing 1099-B's since they aren't due until mid to late February.
Tom Young
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.
scottanderson1207
New Member
cdyke2
New Member
taxdean
Level 4
Romper
Level 6
godspropy
New Member