Uploading a document is not the same as importing data from a TurboTax import partner. Only importing data will automatically populate areas in your tax return.
If your financial institution is a TurboTax 1099 Import Partner, you would likely have been able to import your 2024 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.
You can upload documents to TurboTax for your reference but you will still need to complete the interview for the type of 1099 that you have.
To upload something to My Docs™, follow these steps:
- Select Documents on the left menu.
- Select your desired tax year.
- Select Upload and select the document you want to upload.
- Select Done or Upload another tax form.
See this help article for more information.
Then, follow these steps to access My Docs™:
- Sign in to TurboTax.
- Under Your tax returns & documents (select Show if you can’t see anything), you’ll find My Docs.
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