Stocks

Forum|Forum|5 years ago
March 15, 2021
1 reply
3 views

How to add financial firms and account numbers to provide account information for 2020 income tax with Turbo Tax

newt35811Author

Level 2

How do I get turbo tax (premium) to go my brokerage firm with my account number to transfer capital gains/loses to my turbo tax. I tried to type Vanguard in under institution and it would not allow me to do this.

PaulaM

Alumni - Expert

Please see How do I import my 1099? to import your tax document from your financial institution. Comment back if you meant something else, please.

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newt35811Author

Level 2

This year I had several issues with turbo tax (TT) which I have not had in past years. the most important was concerning importing items from a brokerage firm (Vanguard in my case). I worked several hours on this then sent a help message to TT and took 1 or 2 days for a reply. It would be so easy and consumer friendly for TT

when one get to dividends/ interest/cap gains to have in TT instructions for that line item "please click here to see how to import items for various financial institutions". I am sure others had the same problem.