Unable to import brokerage files

imsure · Mar 12, 2024 2:52:37 PM

<P>My brokerage accounts are not listed in the import files list. I have a complete tax statement from by broker that is a pdf. It's been suggested to upload that file. How is that done? </P>

oaosym

New Member

Having imported sales information from 1099-B, and this being successful, I am now unable to see the sales themselves as the website is stuck on an empty page.

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user17524231336

Level 1

Capital gains/losses question

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fldcdeb

Level 1

Is there a way I can copy the investment gain/loss nominee information from a decedent's final individual return to the decedent's trust return to avoid reinputting all?

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Fred_R

Level 3

Importing Issues 2024: Can't re-import selected documents as "Unchecked Documents" are actually deleted from your return!

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7W0BBBB

New Member

I am unable to import my Merrill brokerage Forms 1099 information into TurboTax

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