Which Turbotax Do I Need for Investments?
If you have multiple accounts and would like to use TaxAct, please download the CSV of your tax information here and use TaxAct’s CSV import tool. You can only download a CSV of your 1099-B, so if you need a CSV of your 1099-DIV also, please email [email protected] Please note that TaxAct only allows automatic import for 1099-B forms.