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    • Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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    How do I transfre info from broker statement into 1040

    ddodez
    Level 1
    ‎12-07-2019 12:20 AM
     
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    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-07-2019 12:20 AM

    I manually enter all brokerage statements, but Ive heard there is an import option, you need the clients login information for their brokerage though.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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    1 Comment 1
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-07-2019 12:20 AM

    I manually enter all brokerage statements, but Ive heard there is an import option, you need the clients login information for their brokerage though.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    0 Cheers






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