cjob
Level 5

Investors & landlords

@William4493 

 

If you go to imported transactions from the Income menu, you can select what type of F1099's you wish to have imported.  Or at the screen where you input your user name and password there is a "manage import" option that lets you do the same.  Additionally, once the import is functional you will be able to select the specific accounts you wish to import from - at least you could in previous years.  

 

With respect to importing just summary level detail, if you have any 1099B transactions - sales/exchanges of assets (short term/long term capital gains), the IRS for many years has required full details to be input.  Can no longer input a single line such as "Detail available, various dates, etc.  

 

So, if you don't have many transactions, you can absolutely input things manually.  You could input things manually if you had hundreds of capital gain line items if you so desired.