TT version

Forum|Forum|2 years ago
December 27, 2023
2 replies
8 views

I have some investment funds and I use a financial advisor. Every year they send to me a 1099 Consolidated Tax Statement. Which TT version will I be able to import this report and have it automatically placed into my tax return?

DoninGA

Level 15

If you are going to use the TurboTax online web-based editions you will need the Premium edition to import a Form 1099-B

If you are going to use the TurboTax desktop editions then any of the editions can be used to import a Form 1099-B.

See this TurboTax support FAQ for importing Form 1099's - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2hPcduMb_US_en_US?uid=lqo2w7bq

gjgogolAuthor

Level 5

Thank you! Just to be clear, as long as they are an import partner, I can use any TurboTax desktop editions to import a Form 1099 including INT, B, DIV, etc ...and not just B, correct?

DoninGA

Level 15

@gjgogol wrote:

Thank you! Just to be clear, as long as they are an import partner, I can use any TurboTax desktop editions to import a Form 1099 including INT, B, DIV, etc ...and not just B, correct?

That is correct.

rjs

Level 15

In the FAQ that DoninGA referred you to, note that you can only import the 1099 consolidated statement if the financial institution that issued the consolidated statement is a TurboTax import partner. At the beginning of the FAQ there is a link to the list of import partners.