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Get your taxes done using TurboTax
Your brokerage may not have released all of their statements at the same time. Check with them if you don't have all of your needed tax documents.
If your financial institution is a TurboTax 1099 Import Partner, you would likely have been 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 likely have been able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2025.
However, if your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not have been able to import any of your 1099s until February 15, 2025.
If you can find out from your brokerage whether the statements are going to be coming out in phases, it is probably better to wait to import until the final statement comes out to do the import. This is generally an issue with way the statements are presented rather than a software issue.
Check here for updates to the Help Article with this information.
When importing, make sure TurboTax and Windows are both updated, and temporarily disable all anti-virus software (including modem). Make sure your broker does not require you to allow 'third party access', which you may enable in your broker account, if this applies. Some users reported that disabling security software solved the issue.
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