MarilynG1
Expert Alumni

Get your taxes done using TurboTax

Did you reach out to USAA?  Possibly they use a different name for importing to TurboTax, or are no longer a partner for 2024.

 

If you're trying to import 1099's, you can save your 1099 info from USAA as a PDF file on your computer.

 

Then make a one-line manual entry for 1099-INT totals and for 1099-DIV totals.

 

If you're using TurboTax Online, you can attach a copy of your 1099-B in the Stock Sales section (screenshot).

 

If you're using TurboTax Desktop, and have too many stock transactions to manually enter, here's How to Enter a Summary in Lieu of Individual Transactions.

 

@danielginsberg

 

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