Can I download my investment and wage data into TurboTax?
Quicken
Quicken Products & Services
Quicken Tips & Resources
Quicken Help & Support
My Quicken

Investing Center-Portfolio
TurboTax
Quicken Loans
Insurance Quotes

Search
 

 

Quicken TurboTax

Can I download my investment and wage data into TurboTax?

Save Time with Instant Data Entry!

Download your W-2 wage, 1099 brokerage and 1098 mortgage data into your TurboTax return this tax season. The Instant Data Entry feature quickly and easily retrieves common tax information -- wages, interest, mortgage interest, stock and mutual fund transactions -- from participating companies and automatically enters the information into the correct forms in TurboTax. This saves you time and helps ensure accuracy!

Click here to view brokerage and mortgage companies who offer Instant Data Entry.
Click here to lookup whether your employer offers Instant Data Entry.

If you receive statements from any of the companies below, then follow the easy steps within TurboTax to download your 1099 and 1098 tax data - it's easy, fast and you'll save time!

  • Alliance Capital
  • American AAdvantage Funds
  • American Funds
  • Ariel Mutual Funds
  • Armada Funds
  • Babson Funds
  • Baron Funds
  • Berger Funds
  • Buffalo Funds
  • CDC Nvest
  • Cititrade
  • Countrywide Home Loans
  • Credit Suisse First Boston/CSFBdirect
  • CSFBdirect Institutional
  • CSFB Private Client Services
  • Delaware Investments
  • Federated Investors
  • Fidelity Investments
  • First Eagle SoGen Funds
  • Firsthand
  • Frank Russell Investment Management Company
  • Gabelli Funds
  • INVESCO Funds
  • Janus
  • John Hancock Funds
  • JP Morgan Funds
  • Lutheran Brotherhood Family of Funds
  • MainStay
  • MFS Investment Management
  • One Group Mutual Funds
  • PBHG Funds
  • Penson Financial Services, Inc.
  • Phoenix Investment Partners
  • Robert W. Baird & Co. Incorporated
  • The Royce Funds
  • SAFECO Mutual Funds
  • Salomon Smith Barney
  • Sentinel Funds
  • State Street Research
  • TD Waterhouse
  • T Rowe Price
  • The Vanguard Group
  • Westcore Funds

Click here to see if your employer offers Instant Data Entry


TurboTax Services
Prepare Your Taxes Online
Get Live Tax Advice
Get Audit Protection
Pay Your Taxes by Credit Card
Sign Up For Our Free Tax Newsletter

Prepare and File Your Taxes Get Your Tax Questions Answered Need Help?
TurboTax for the Web Get personal tax advice Technical support for TurboTax products
TurboTax Software Try tax tools to analyze your situation Check to see if you can import your W-2 and 1099s
TurboTax Business Get tax tips from the experts at TurboTax

TurboTax Home  |  Do Your Taxes  |  e-file Status  |  Tax Tools  |  TurboTax Support  |  TurboTax Products
Investing Center    Sign In · Investing Help
quicken    Buy Software Online · Download Free Updates
© 2004 Intuit Inc.       Legal Notices  |  Terms of Service  |  Privacy  |  Quicken Software License Agreement