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Get your taxes done using TurboTax
It depends. You mention that last year's forms are in your return but missing the information. You either would need to supply the missing information this year manually or import this year's forms.
To get a clean import, I suggest you delete all the forms you see in the summary page just so you can have a clean copy when you import this year's forms. Then repeat the steps that JohnB5677 mentions so that you won't need to manually enter each one. These steps are.
- "Select Wages & Income
- Scroll to Investments and Savings1099-B, 1099-INT, 1099-DIV, Crypto Gain/Loss Report
- Select Interest on 1099-INT or Dividend 1099-DIV
- Let's import your tax info
- If not listed select Show More or Search by name
- Continue the interview".
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‎February 14, 2025
7:44 AM