topic Re: TT version in Get your taxes done using TurboTax

TT version

gjgogol — Tue, 24 Feb 2026 08:15:42 GMT

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?

Re: TT version

DoninGA — Wed, 27 Dec 2023 17:58:20 GMT

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

Re: TT version

rjs — Wed, 27 Dec 2023 18:30:51 GMT

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.

Re: TT version

gjgogol — Wed, 27 Dec 2023 18:44:47 GMT

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?

Re: TT version

DoninGA — Wed, 27 Dec 2023 18:50:10 GMT

@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.