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Make sure your transactions aren't going over the TurboTax limits:
- Both TurboTax Online and TurboTax Desktop are able to support up to 10,000 of any combination of transactions and imports.
- TurboTax Online can support up to 4,000 non-covered transactions (items such as options or cryptocurrency that aren't reported to the IRS).
- The import file size is limited to 4MB.
If your transaction numbers are getting close to these limits, it can cause the system to lag or time out. If this happens, you may need to clear your return and start over. Then try entering the sales section totals into TurboTax, rather than entering individual sales. If you still encounter issues, you may need to switch to TurboTax Desktop to continue your return.
You can enter your Form 1099-DIV and INT manually if necessary. You can do this as follows:
You can enter your Form 1099-INT into TurboTax as follows:
- Click on "Search" at the upper right of your screen.
- Enter "1099-INT"
- Select "Jump to 1099-INT"
- Answer "Yes" to "Did you have investment income in 2024?"
- Select "Skip Import" on the screen that asks "Let Us Enter Your Bank and Brokerage Tax Documents"
- Select the box that says "Interest 1099-INT" (the box will turn green with a checkmark on it)
- And "Continue"
- Enter your 1099-INT information and select "Continue"
- Answer the follow-up screens about your interest
It will be the same to enter your Form 1099-DIV. You will just switch the INT for DIV and select Dividend income instead of Interest Income.
Click here for How Do I View and Delete Forms in TurboTax Online
Click here for "How to Delete Forms in TurboTax Desktop
Click here for "Where Do I Enter Form 1099-DIV in TurboTax Online?"
Click here for information on entering a Form 1099-INT.
Click here for "What if I can't import my 1099?"
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
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