A 1099 consolidated tax statement combines multiple 1099 forms—1099-INT, 1099-DIV, 1099-OID, 1099-B, and/or 1099-MISC—into a single, multi-page document. Some consolidated statements include all 5 forms, while others only include the 1099s the IRS requires for that client.
If your brokerage uses consolidated statements, you should get yours by late February. It's not uncommon to get a second, corrected statement in March or even April, especially if you have overseas investments.
There is no single screen in TurboTax where you enter a consolidated statement. Rather, enter each 1099 form on its own dedicated screen, but only if it contains non-zero amounts.
For example, if you see dollar amounts in Form 1099-B on your statement, but the other four 1099 variations only contain zero-dollar amounts, only enter the 1099-B in TurboTax.
The quickest way to get to a particular 1099 entry screen is to search for the form inside TurboTax (in the example above, you'd search for 1099-B) and then select the Jump-to link.
Figure out which section of your form changed and enter the changes into TurboTax. If you have already filed, you may need to file an amended return. See this link for instructions for amending.
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