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Aquest
New Member

I need to reimport my brokerage info. Where is the 'Import Summary'?

 
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3 Replies
IreneS
Intuit Alumni

I need to reimport my brokerage info. Where is the 'Import Summary'?

To import your brokerage statement, please follow these steps:

  1. Click on Federal > Wages & Income
  2. In the Investment Income section click on the Start/Revisit box next to Stocks, Mutual Funds, Bonds, Other.  [See Screenshot #1, below.]
  3. If you have already entered some investment sales, you will see a screen Here's the investment sales info we have so far.  Click on the Add More Sales link.  [Screenshot #2]
  4. [NOTE:  If you have imported your statement once, you should delete it before importing it again.  Just click Delete.]
  5. If you haven't yet entered some investment sales, you will see a screen Did you sell any investments in 2017?  Click the Yes box.
  6. On the screen, Did you get a 1099-B or a brokerage statement for these sales? click the Yes box.
  7. On the Choose your bank or brokerage screen, select your brokerage and click Continue [Screenshot #3]



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mikelly
New Member

I need to reimport my brokerage info. Where is the 'Import Summary'?

no screen shots and the indicated button is not on this page. 

Cynthiad66
Expert Alumni

I need to reimport my brokerage info. Where is the 'Import Summary'?

To see the import summary you will follow these instructions:

To update or delete information you imported in TurboTax Online:

  1. Open or continue your return.
  2. From the left menu, select Federal and then select Income & Expenses.
  3. Proceed to the Your Income and expenses screen.
  4. Select the Edit button next to the item you would like to update or delete.
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