turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

bniemi1
New Member

Is there a way to import stock information from Scottrade for several years ago?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

Is there a way to import stock information from Scottrade for several years ago?

No not for prior years.  You have to enter them manually.

View solution in original post

2 Replies

Is there a way to import stock information from Scottrade for several years ago?

No not for prior years.  You have to enter them manually.

Is there a way to import stock information from Scottrade for several years ago?

If you have a lot of transactions, there is a way to indicate that you want to enclose a statement with your mailed return rather than entering each transaction.   If you make that selection, then the interview will ask you to enter the total cost basis, total proceeds, adjustments (if any), etc. and attach the statement.  You'll have to enter those totals for each transaction category--i.e., long term/short term with cost basis reported/not reported to IRS, etc.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question