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New Member

Can Turbo Tax input Investment fund data for me?

2 Replies
Employee Tax Expert

Can Turbo Tax input Investment fund data for me?

Maybe. You can securely import Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID, and 1099-R into TurboTax, provided your brokerage or financial institution is a participating TurboTax Import Partner.


When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

You can also jump straight to the section for your specific 1099 form. Here's how:

  1. Sign in to TurboTax and open or continue your return. 
  2. Search for 1099-B and select the Jump to link in the search results.
  3. Follow the screens and you’ll be able to import your form.

Tip: Be sure to select the right financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import.

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Level 15

Can Turbo Tax input Investment fund data for me?

You need to upgrade to online Premier to enter or import investment 1099s.  Most brokers, funds, bank etc. won't have the special import files ready until February, maybe late Feb.  So you may have to wait.  


Importing 1098 &1099 forms to Online version

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