MonikaK1
Employee Tax Expert

Get your taxes done using TurboTax

Yes, as @baldietax stated, it's often easier to enter a form such a Form 1099-INT manually than to import it.

 

Whether an import is successful depends on many factors at both ends of the transaction. See this help article for troubleshooting tips.

 

You can also upload a broker statement (1099-B, 1099-DIV, etc.) downloaded outside TurboTax:

 

  1. Navigate to Federal > Wages & Income > Investment Income
  2. select "Start" or "Revisit" next to Stocks, Mutual Funds, Bonds, Other
  3. choose the "Upload from computer" option. 

 

TurboTax provides you with an entry screen for each Form 1099-INT that you have to report.

 

In the Desktop version, in the Interest Income section, scroll down to the blue button labeled "Add Investments" to add another Form 1099-INT.

 

In the Online version, at the opening screen for interest and dividend income, there also appears a button labeled "Add investments" that you can click to add another form.

 

See this TurboTax tips article for more information.


@Rick207 

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