MonikaK1
Expert Alumni

Get your taxes done using TurboTax

It's possible that the accounts missing from your import/download aren't yet available for import into TurboTax.

 

If your financial institution is a TurboTax 1099 Import Partner, you'll likely be able to import your 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2025. And you'll likely be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2025. If your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not be able to import any of your 1099s until February 15, 2025.

 

Some of the larger brokerages have more than one name on the list of available import partners.

 

Check here for updates to the Help Article with this information.

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