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ab-jan
New Member

Dividend income capital gains and losses from USAA

How do I download investment income and losses from USAA?

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Accepted Solutions
PaulaM
Expert Alumni

Dividend income capital gains and losses from USAA

Navigate to the 1099-DIV section, then search for USAA to import your 1099 form. 

  • In your open return, select My Account
  • Tools
  • Topic Search
  • Type '1099-DIV' in the box, then select GO

If you have a 1099-INT or 1099-B from USAA, navigate to their respective sections the same way as above.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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1 Reply
PaulaM
Expert Alumni

Dividend income capital gains and losses from USAA

Navigate to the 1099-DIV section, then search for USAA to import your 1099 form. 

  • In your open return, select My Account
  • Tools
  • Topic Search
  • Type '1099-DIV' in the box, then select GO

If you have a 1099-INT or 1099-B from USAA, navigate to their respective sections the same way as above.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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