RayW7
Expert Alumni

Get your taxes done using TurboTax

It still may be a little early for final 1099-B forms.  Not to say there is not an issue with the download but 1099-B forms must be mailed to recipients by February 16, and e-filed with the IRS by March 31 each year.

 

As of this writing we are only 1 day from February 16 so you might contact E-Trade and make sure the download information is complete.

 

You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

You can also jump straight to the section for your specific 1099 form. Here's how:

With your return open, search for the form – For example, search for “1099-B”.

Click the Jump to link in the search results.

Now follow the screens and you’ll be able to import your form.

Tip: When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with First National Bank and if you select the "wrong" First National Bank, you won't be able to import.

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