Retirement tax questions
If your financial institution isn't available to import, you can still enter the data.
Here's how to do this in TurboTax Online:
- Navigate to Federal Taxes in the upper left, then Wages and Income.
- Add or Edit Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) > Add/Edit
- Choose Add Investments
- Choose "Enter a different way"
- Select 1099-B and continue
- Either upload or choose "Type it in myself"
- Enter the information from the 1099-B requested in the interview
