turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

TerryTB
Returning Member

I cannot find the place to download 1099 financial institution information. Desktop Premium version. All I get is a blank screen.

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MarilynG1
Expert Alumni

I cannot find the place to download 1099 financial institution information. Desktop Premium version. All I get is a blank screen.

Go to Wages & Income > I'll choose what I work on.

 

At the page listing the Income topics, scroll down to Investment Income > Stocks, Crypto, Bonds, Mutual Funds, etc., Start or Update.

 

If you've added other financial info, scroll down to 'Add Investments'

 

At the next screen, you'll be able to type in your Broker Name. If you get a blank screen at this point, I'd recommend closing TurboTax, and turning off all anti-virus software and try importing again. 

 

Make sure the program is updated from the ONLINE link at the top.

 

@TerryTB 

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question