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Get your taxes done using TurboTax
Thank you for sharing your experience.
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.
If you can find out from your broker 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 avoid issues such as you described. This is generally an issue with way the statements are presented rather than a software issue.
See this help article for more information on importing investment data.
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