MaryK4
Expert Alumni

Retirement tax questions

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This may help:

To enter a 1099 composite in TurboTax, break down the document and enter each section (1099-INT, 1099-DIV, 1099-B) individually in the Wages & Income section, or import them directly from your broker.  If your composite 1099 provides summary totals (e.g., total short-term transactions), you can enter these totals rather than listing every single transaction- you will have to send a copy of the individual transactions to the IRS.  

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