TradeUP now supports direct import into TurboTax! You can securely access and transfer your tax documents directly into TurboTax without manually uploading files. Below are the steps to upload your tax documents, directly through TurboTax.
How do I upload my tax documents to TurboTax?
Once you have downloaded the tax forms for the relevant tax year, follow these steps to access them in TurboTax.
1. Open TurboTax and log in to your Intuit/TurboTax account.
2. Navigate to Federal Taxes > Wages & Income
3. Select Add investments.
4. When prompted to connect to your financial institution, enter TradeUP in the search bar. Select TradeUP Securities, Inc. From the list.
5. Input your TradeUP Account Number.
Your Form 1099 Document ID can be found in the top righthand corner of your Form 1099 Composite, which is available for download in your TradeUP account center.
6. After submitting this information, TurboTax will automatically import your tax data, and you can then proceed with the tax filing process!
If you have any other questions, please contact TradeUP Customer Support by email at support@tradeup.com or reach out to us on Live Chat!