- Log in to TurboTax and head to "Federal" from the left menu.
- From the "Federal" section, select "Wage & Income".
- Choose and click "Add/Edit".
- When asked where you got your investment income, choose "Robinhood - Markets".
- Select "Yes" to move forward.
- Enter your Robinhood log in credentials.
- Click "Get my form" and TurboTax automatically imports your Robinhood forms.
How to Import Robinhood to TurboTax
Use this step-by-step demo to learn how to import robinhood to TurboTax.
📌 Why this matters
You need accurate tax documents from your Robinhood trading activity to file correctly with the IRS. Manual entry of dozens or hundreds of stock transactions creates opportunities for costly errors that could trigger audits or penalties. Beyond just importing data, this direct integration captures the complex cost basis calculations that Robinhood performs automatically throughout the year as you buy and sell securities. These calculations determine your actual taxable gains and losses, which can significantly impact what you owe or your potential refund amount.
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