Stocks

[newt35811]

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

[newt35811]

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]

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.

[newt35811]

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.