turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I received a 1099 form that was not included in Turbo Tax's calculations for my 2022 taxes. (Fidelity Investments) Except for this, I am ready to file. What to do?


Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
DavidD66
Expert Alumni

I received a 1099 form that was not included in Turbo Tax's calculations for my 2022 taxes. (Fidelity Investments) Except for this, I am ready to file. What to do?

You should add the Form 1099 to your tax return.  To access your tax return:

 

  1. Sign in to TurboTax
  2. Select Tax Home from the menu
  3. Scroll down to Your tax returns & documents
  4. Select 2022, and then select Add a State (you're not actually adding a state, this just gets you back in)

You'll now be in your return.

 

Alternatively, if you the amounts reported on the 1099 are insignificant, you can go ahead and file, and wait for the IRS to send you a letter with proposed changes to your return due to the missing information.   It could result in interest and penalties, so I don't recommend it unless your only talking about a couple of dollars of interest or dividends on a 1099-INT or DIV.   If it's a 1099-R you should definitely add it.

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

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies