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New Member
posted Dec 14, 2019 8:34:18 AM

Is there a way to import 2018 tax year brokerage information? I'm behind on my taxes and tried to import the information but only 2019 tax year choice was available.

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1 Replies
Level 15
Dec 14, 2019 8:36:53 AM

No.  The financial institutions have taken down 2018 data and it is no longer available for import to a past year tax return.  You can print it out from their website and enter it manually, though.