JulieS
Expert Alumni

Get your taxes done using TurboTax

You can import 1099-INT, 1099-DIV, 1099-R, 1099-OID and 1099-B into TurboTax. To import your information from USAA:

  1. Sign in to TurboTax and continue your return. 
  2. Search for 1099-B using the search box toward the upper right corner.
  3. Select the Jump to 1099-B.
  4. Select USAA and start the login process using your code.

If you don't have a 1099-B, you can try the same process from the 1099-INT, 1099-DIV or 1099-R screens. In most cases, you will have a consolidated 1099-B statement and all of your stock sales, dividends and interest will come in the same import. 

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