topic Re: 1099 downloads in Get your taxes done using TurboTax

1099 downloads

lmklow — Sat, 25 Jan 2025 20:44:07 GMT

My import to Fidelity Investments won't be available until 1-31-2024. Can I in the meantime enter in 1099 information and then later override it with the composite information when the import feature is available

Re: 1099 downloads

Bsch4477 — Sat, 25 Jan 2025 22:54:34 GMT

You can edit anything before you file.

Re: 1099 downloads

SteamTrain — Sun, 26 Jan 2025 00:42:14 GMT

I did similar while waiting.

BUT

I entered the 1099-DIV, -INT, -B forms as coming from AAA Test .

That way I know those are the ones I can later just delete them, and they won't get mistaken or confused with the imported forms from Fidelity when they are available.

Re: 1099 downloads

lmklow — Sun, 26 Jan 2025 12:49:15 GMT

Thanks- so there will be duplicate 1099s and you just delete the old ones after you link to import the 1099s when that feature is available. Good idea to tag them with another name in the meantime. Have a nice day !!