Yes you may import your brokerage statement (1099-B) into Turbo Tax if your bank or brokerage is a Turbo Tax Import Partner. To import a brokerage statement (1099-B) into Turbo Tax:Continue working on your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return.)Click Tax Tools (lower left of your screen).Select Tools.In the pop-up window, select Topic Search.In the I'm looking for: box, type 1099-b.In the results box, highlight 1099-b, then click GO.You'll land on the page that asks Did you sell any investments in 2016? Click Yes. Did you get a 1099-B or a brokerage statement for these sales? Click Yes.Choose Your Bank or Brokerage. Start typing in the bank or brokerage name. If your brokerage is a TurboTax Import Partner, you'll see the name in the drop-down list. (Click the screenshot below for reference.) Select the name of your brokerage, then scroll down to the bottom of the screen and click Continue. You'll be prompted to enter your account information to begin importing your brokerage statement.

Question

Last two years you pulled in my information from my Fidelity investments brokerage account. Can you do it this year?

Forum|Forum|7 years ago
June 3, 2019
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TurboTax Premier Online

S

SandraM

Employee

Yes you may import your brokerage statement (1099-B) into Turbo Tax if your bank or brokerage is a Turbo Tax Import Partner.

To import a brokerage statement (1099-B) into Turbo Tax:

Continue working on your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return.)
Click Tax Tools (lower left of your screen).
Select Tools.
In the pop-up window, select Topic Search.
In the I'm looking for: box, type 1099-b.
In the results box, highlight 1099-b, then click GO.
You'll land on the page that asks Did you sell any investments in 2016? Click Yes.
Did you get a 1099-B or a brokerage statement for these sales? Click Yes.
Choose Your Bank or Brokerage. Start typing in the bank or brokerage name. If your brokerage is a TurboTax Import Partner, you'll see the name in the drop-down list. (Click the screenshot below for reference.) Select the name of your brokerage, then scroll down to the bottom of the screen and click Continue.
You'll be prompted to enter your account information to begin importing your brokerage statement.