Investment download

[Paperclip13]

Brokerage company has given me information in an Excel file format.  How do I download into TurboTax?

[DaraLO]

If your broker or financial institution is on our list of TurboTax Import Partners, you can import your brokerage information:  How do I import my 1099?

Does your CSV file contain crypto transactions?  If so, refer to the following Help Article for upload instructions: How do I upload a CSV file of my crypto transactions?
 

If none of the above is helpful, reply to this thread and let us know the name of the Brokerage company and what type of transactions you are attempting to upload.

[Paperclip13]

The Broker is on your list, however the account was just closed in February 2022.  The Broker provided me with three types of files that they send to Tax Preparers.  They are: .pdf; Excel Worksheet, and Comma Separated.  Are any of these able to be downloaded into TurboTax Deluxe and how?

[CarissaM · Accepted solution]

Please follow the instructions here to import the 1099 into Turbo Tax. 

If you still need further assistance, please comment and let us know.