Skip to main content
March 9, 2020
Question

My broker tax docments aren't downloading into Turbo Tax Why?

  • March 9, 2020
  • 1 reply
  • 0 views
Why aren't my broker tax documents downloadin?

1 reply

GiseleD
March 9, 2020

If you are unable to connect your brokerage with your TurboTax account, you can always enter the transactions manually.

 

Here's how to enter a 1099-DIV:

  1. Open or continue your return.
  2. Search for 1099-DIV and select the Jump to link in your search results.
  3. Answer Yes to Did you receive any dividend income?
  4. Choose your bank or brokerage from the list to import your 1099-DIV and select Continue or manually enter your 1099-DIV  by selecting I'll type it in myself.
  5. Follow the on-screen instructions to enter your 1099-DIV.

Here's how you enter your 1099-B:

  1. Open (continue) your return if it isn't already open.
  2. In TurboTax, search for 1099-B and then select the Jump to link in the search results.
  3. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2019?
  • If you see Here's the info we have for these investment sales, select Add More Sales.
  1. Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
  2. At Let's get your tax info, choose how you want to enter your 1099-B (type it in yourself).
  3. Follow the instructions.
**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
May 16, 2021

so, if I have 2000 transactions, I have to enter them all manually.

Turbo Tax is worthless.