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Get your taxes done using TurboTax
You can download from the institution and it should download each part. What do you have a composite statement from? An investment account or a IRA? Is it a 1099? What kind?
You might have a consolidated statement. That will have sections for 1099-Int and 1099-Div and 1099B. You need to enter each section in the right place. So read it carefully and look for headings.... 1099-INT for interest or 1099-DIV for Dividends or 1099B for sales.
If you have a 1099R for IRA or 401 withdrawals you don't need to enter all the individual details, just the main 1099R info.
‎October 10, 2023
9:07 AM