Issue with importing my tax documents from my broker, it says i have completed successfully, but when i go back to work, they are not imported in my spreadsheet?

mullettoss · ‎March 7, 2025

Anyone else getting this?

JotikaT2 · ‎March 12, 2025

Log back into TurboTax and follow the steps in this link to get back to your investment sales section of the program.

You should see your investments that asks you to review your sales. Select edit using the little pencil icon to the right of the applicable investment sale to review any transactions.

If you do not see anything, please follow these steps to import your information into TurboTax.

If you are trying to create a CSV file to import into TurboTax for crypto, please see this link for guidance.

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Issue with importing my tax documents from my broker, it says i have completed successfully, but when i go back to work, they are not imported in my spreadsheet?