topic Re: Amended Form in Get your taxes done using TurboTax

Amended Form

mdmitchell3 — Thu, 22 Jan 2026 15:50:00 GMT

I received an amended 1099 from my broker and have gone in to update my filing but now that the new year is here I'm being told forms will not be ready until February 13, 2026. This is an old form that is definitely ready now so how can I perform an import?

Re: Amended Form

xmasbaby0 — Thu, 22 Jan 2026 15:58:38 GMT

What tax year is that corrected document from? If it is from last year---or some other prior year-- you cannot import it. Financial institutions take down past year information and only allow importing of current year data. Most financial institutions will not have 2025 data available for import into tax software until mid to late February.

They often have it up on their website so that you can print it for yourself and/or enter it by hand sooner if you want to.

A corrected past year tax document will have to be entered into your amended return by hand.

Re: Amended Form

mdmitchell3 — Thu, 22 Jan 2026 16:08:57 GMT

It is from 2024. That is disappointing because I'm a very active trader with a lot of data to import. Is there any way to manually import it if I download?

Re: Amended Form

AmyC — Mon, 26 Jan 2026 20:13:00 GMT

No. You will want to enter your data in subtotals. You can enter 4 lines (often less) and cover the entire form.

Enter the totals for each:

short term covered
short term non-covered
long term covered
long term non-covered

If you use multiple brokerages, do the same for each.

Reminder: wash sales are disallowed and the loss is added to the basis of the next purchase