IRS 1099-INT, IRS 1099-DIV and IRS 1099-B may be imported if your financial institution is a TurboTax Import Partner. Follow these steps.
- Select Federal Taxes across the top of the screen.
- Select Wages & Income across the top of the screen.
- Select I'll choose what I work on.
- Scroll down to Investment Income.
- Click to the right of Stocks, Mutual Funds, Bonds, Other.
- At the screen Let’s finish pulling in your investment income, select Add investments.
- At the screen Let Us Enter Your Bank and Brokerage Tax Documents, enter you financial institution. Select Continue.
- Follow the screens to import the information.
You may need to upgrade to TurboTax Desktop Premier.
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