Solved: Started taxes and finished personal info. Started income but have not seen way to download info from broker?
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jmccarthy
New Member

Started taxes and finished personal info. Started income but have not seen way to download info from broker?

 
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CDKristopherP
New Member

Started taxes and finished personal info. Started income but have not seen way to download info from broker?

In TurboTax CD/Download under the Personal tab > Personal Income > Investment Income & in TurboTax Online under Federal Taxes > Wages & Income > Investment Income

One of the first questions is if you received a form from you bank or brokerage, if so then it will bring up a list of the major banks and brokerages, if you have an account with one of these you can put in your information and import your data.  

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2 Replies
CDKristopherP
New Member

Started taxes and finished personal info. Started income but have not seen way to download info from broker?

In TurboTax CD/Download under the Personal tab > Personal Income > Investment Income & in TurboTax Online under Federal Taxes > Wages & Income > Investment Income

One of the first questions is if you received a form from you bank or brokerage, if so then it will bring up a list of the major banks and brokerages, if you have an account with one of these you can put in your information and import your data.  

View solution in original post

jmccarthy
New Member

Started taxes and finished personal info. Started income but have not seen way to download info from broker?

Think the problem was TT profiled Deluxe on-line download, didn't catch that, went back and picked Mac CD from download.Lots of differences buying a disc as opposed to on-line purchase.
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