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April 3, 2025
Question

I imported brokerage statements but need to confirm the dates of the statements in Turbotax. Can I view the first page of statement with date?

  • April 3, 2025
  • 1 reply
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Brokerage firm issued "corrected" statements and I need to confirm that is what was imported into Turbotax.

    1 reply

    April 6, 2025

    Log back into TurboTax and follow the steps in this link to get back to your investment sales section of the program.

     

    Select edit using the little pencil icon to the right of the applicable investment sale to review the applicable stock transactions needing review.

     

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