LindaS5247
Expert Alumni

Get your taxes done using TurboTax

You could try previewing your tax return (Form 1040) to make sure the interest income is not being included. ‌It would be  included on your Form 1040, line 2.

 

You can get to your tax return in TurboTax desktop to preview it, as follows:

  1. Switch to Forms Mode, and then  (see screenshots below for additional guidance)
  2. Scroll through your forms in the left panel and 
  3. Click on the form you want to preview (Example Form 1040)

 

You can get to your Tax Return in TurboTax Online to preview it, as follows: 

  1. Go to "Tax Tools" in your left panel,
  2. Select "Tools" and then 
  3. Select "View Tax Summary" and 
  4. Select "Preview Form 1040"

If your interest income from Fidelity is not showing, you should delete that form 1099-INT and re-enter it. You can reenter it manually to make sure it gets entered correctly or you can try importing it again.

 

To delete your Form 1099-INT you can do the following:

For TurboTax Desktop:

  1. Open/continue your return
  2. Click on "Search
  3. And in the search bar type"1099-INT"
  4. Select "Jump to 1099-INT"
  5. It'll take you to a screen that shows your Form(s) 1099-INT that you have entered.
  6. Next to the Form 1099-INT you want to delete, click on the (down-Facing) caret
  7. Click on the "garbage can" to delete this form

For TurboTax Online:

  1. Open/continue your return
  2. Click on magnifying glass for Search in the top right of your screen
  3. And in the search bar type"1099-INT"
  4. Select "Jump to 1099-INT"
  5. It will take you to a screen that shows your Form(s) 1099-INT that you have entered.
  6. Next to the Form 1099-INT you want to delete, click on the (down-Facing) caret
  7. Click on the "garbage can" icon to delete this form

 

You can enter your Form 1099-INT information manually using the steps below:

  1. Open your return
  2. In the search Bar enter Form 1099-INT
  3. Select "Jump to 1099-INT"
  4. It will ask, "Did you have investment income in 2024?" Select "Yes"
  5. Select "Continue"
  6. Select "Skip Import"
  7. You will Select your investment type which is "Interest"
  8. You will "Continue"
  9. Then you will see the screen "Let's get the info from your 1099-INT"
  10. You will type in the information from your Form 1099-INT on that page.

 

Click here for "How Do  I Import My 1099's"

 

Click here for How Do I View and Delete Forms in TurboTax Online

 

Click here for "How to Delete Forms in TurboTax Desktop.

 

Click here for information on entering a Form 1099-INT.

 

 

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