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I opened a brokerage account with Fidelity under my S Corp last year and traded stocks and ETF's. Is there a way to automatically download transactions into TT Business?

 
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I opened a brokerage account with Fidelity under my S Corp last year and traded stocks and ETF's. Is there a way to automatically download transactions into TT Business?

Yes, you just import the transactions by typing in your account login information when prompted to do so.

LindaB1993
Expert Alumni

I opened a brokerage account with Fidelity under my S Corp last year and traded stocks and ETF's. Is there a way to automatically download transactions into TT Business?

Unfortunately, TurboTax Business can only import data from QuickBooks; it cannot import tax reporting statements from financial institutions. 

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