1348498
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.

pcamboia
New Member

Can I view the list of transactions I imported directly from my Brokerage Account to my Turbo Tax online 1040?

I see the summary of bottom line Gain (Loss), but want to check the actual transactions to compare to my 1099-B.
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 Reply
JamesG1
Expert Alumni

Can I view the list of transactions I imported directly from my Brokerage Account to my Turbo Tax online 1040?

To view your entries, follow these directions.

  • Down the left side of the screen, click Federal.
  • At the top of the screen, click Income & expenses.
  • Under Your income and expenses, click the Edit/Add button to the right of Stock, mutual funds, bonds, other.
  • At the screen Here are all your investment sales, click Edit to the right of the investment to be viewed.
  • At the screen Tell us more about this sale, click Continue.
  • Click the pencil icon to the right of the investment to be edited.
  • At the screen Now we’ll walk you through entering your sale details, review the entries.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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