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April 2, 2020
Question

After uploading Interactive Broker & RobinHood statements the system wont let me add TD Ameritrade. How do I return to the same upload configuration.

  • April 2, 2020
  • 1 reply
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1 reply

AmyC
Employee
April 2, 2020

To input the next brokerage statement:

  1. Return to federal
  2. Income
  3. Select either:
    1. Dividends on 1099-DIV or
    2. 1099-INT, whichever you need
  4. Select the Blue Button to:
    1. Add Another Broker or
    2. Add More Interest

Blue buttons are all on the left in each section of the program to add more of that type.

 

 

 

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