I put in my sale of stocks myself, but would like to see if I can have Turbo Tax import from my Edward Jones acct. just to be sure I did everything correctly. How do I?

JimPax · ‎May 31, 2019

TomYoung · ‎May 31, 2019

In "desktop" TurboTax there's two way of initiating the import.

1) You reach up to the upper left hand corner of the screen and select "File" > "Import" and follow the prompts

2) Using any of the 1099-DIV, 1099-INT or 1099-B interviews you are asked if you want to import or type it in yourself.

I'd expect "online" would work similarly. I know it has to have the 2nd option.

Tom Young

TomYoung · ‎May 31, 2019

In "desktop" TurboTax there's two way of initiating the import.

1) You reach up to the upper left hand corner of the screen and select "File" > "Import" and follow the prompts

2) Using any of the 1099-DIV, 1099-INT or 1099-B interviews you are asked if you want to import or type it in yourself.

I'd expect "online" would work similarly. I know it has to have the 2nd option.

Tom Young

Do you have an Intuit account?