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Get your taxes done using TurboTax
Since we can't see your tax return or broker account info, I'm wondering where you're getting the Document ID to enter.
Normally, the Document ID would be on the saved PDF copy of your documents, and the ID would most likely be different for each account.
Some users reported successful imports by disabling anti-virus software. Here's info on How to Turn Off Anti-Virus Programs.
You can make a one-line entry for the totals for 1099-INT/DIV in those sections.
Also, here's How to Enter a Summary in Lieu of Individual Transactions for your 1099-B's.
Here's how to Contact TurboTax Support for more help.
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March 11, 2025
11:01 AM