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July 11, 2020
Question

Where do I get the link to connect my broker institution with my turbo tax account?

  • July 11, 2020
  • 1 reply
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1 reply

Employee
July 12, 2020

What are you trying to enter?  First you go to the entry section for the kind of document you are trying to enter, like a 1099R or 1099B, and there you will see an option to import the data from your financial institution if that bank or brokerage etc. is partnered with TurboTax to allow you to import data.  If it is on the drop down list, then after you click on it, you will need to use the same user ID and password you normally use on that site to get the data to import to TurboTax.

 

If your financial institution is not on the list then choose the option that says I will enter it myself, and key the data in manually.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**