Retirement tax questions

If you are encountering an error with your 1099-INT, first delete the existing form and then create a new 1099-INT, following all the original entry steps carefully. Should you continue to receive the same error, try an alternative solution by entering only the two-letter state abbreviation in Box 15 before proceeding to the next step.

Just in case, here's a breakdown of the steps from this article on how to enter them:

Form 1099-INT reports interest from banks, brokerages, and other financial institutions. Choose your product for info on how to enter a 1099-INT.

TurboTax Online

1. Go to 1099-INT interest income screen under under Wages & Income
2. Select Yes on the screen Did you receive any investment income? then Continue.
   • If you see the screen Your investments & savings or Here's your 1099-INT info, select Add investments or Add another 1099-INT, then Continue.
3. On the next screen, select how you want to enter your Form 1099-INT:
   • If you want to import your form, search for your brokerage or financial institution. Sign in to your online account and select Get my form.
   • If you want to upload a copy of your form or manually enter the info, select Enter a different way, and follow the instructions to enter your 1099-INT.

TurboTax Desktop

1. Open or continue your return.
2. Select Federal Taxes, then Wages & Income.
3. Locate the section titled Interest and Dividends, then select Start or Revisit next to Interest on 1099-INT.
4. Select Yes on the screen Did you receive any investment income? then Continue.
   • If you see the screen Your investments & savings or Here's your 1099-INT info, select Add investments or Add another 1099-INT, then Continue.
5. On the next screen, select how you want to enter your Form 1099-INT:
   • If you want to import your form, search for your brokerage or financial institution. Sign in to your online account and select Get my form.
   • If you want to upload a copy of your form or manually enter the info, select Enter a different way, and follow the instructions to enter your 1099-INT.

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