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New Member
posted Mar 10, 2025 8:50:56 PM

Importing Brokerage Statements

Hi, does anyone know if/how to import a brokerage (Schwab) statement/info into Turbo Tax for LLC's (partnership)?   I have hundreds of trades I need to import.  TIA

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3 Replies
Expert Alumni
Mar 11, 2025 7:25:37 PM

You should be able to import in the investments income section of the software. If you are having trouble importing from your Schwab account, see the link below.

 

How do I enter a large number of stock transactions in TurboTax?

 

How can I fix my 1099 import issue?

 

@jdg0413 

New Member
Mar 11, 2025 7:50:43 PM

thank you, @VictoriaD75 - there does not appear to be that ability in TurboTax Business 2024 for LLC's and Partnerships, that I can find.  Nothing like that shows up anywhere.

Level 15
Mar 11, 2025 8:55:25 PM

Sorry,   Unlike many other TurboTax products, TurboTax Business does not support import from employers, payroll providers, brokerages, financial institutions, Quicken, Quicken Rental Property Manager, ItsDeductible, or Tax Exchange Format (.txf) files.