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If you don't use quicken how do you import data from investment firms?
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If you have verified with your brokerage firm that your tax form is final, ready and available for import, see the import instructions below. Please keep in mind that if the brokerage firm issues corrected forms after you import, you will need to delete the original import and re-import the final/corrected forms. If you have already filed your return and the brokerage issues a corrected form you may need to amend your return.
To import tax forms from your employer, brokerage, or financial institution, they'll need to be signed up as a TurboTax Import Partner. Click the link to see if your financial institution is included.
If your financial institution is a TurboTax Import Partner, here is how you import a brokerage account:
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
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