Question

Importing Brokerage Statements

Forum|Forum|1 year ago
March 11, 2025
1 reply
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Hi, does anyone know if/how to import a brokerage (Schwab) statement/info into Turbo Tax for LLC's (partnership)? I have hundreds of trades I need to import. TIA

TurboTax Business Windows

VictoriaD75

You should be able to import in the investments income section of the software. If you are having trouble importing from your Schwab account, see the link below.

How do I enter a large number of stock transactions in TurboTax?

How can I fix my 1099 import issue?

@jdg0413

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J

jdg0413Author

thank you, @VictoriaD75 - there does not appear to be that ability in TurboTax Business 2024 for LLC's and Partnerships, that I can find. Nothing like that shows up anywhere.

VolvoGirl

Employee

Sorry, Unlike many other TurboTax products, TurboTax Business does not support import from employers, payroll providers, brokerages, financial institutions, Quicken, Quicken Rental Property Manager, ItsDeductible, or Tax Exchange Format (.txf) files.