https://ttlc.intuit.com/community/taxes/discussion/is-anyone-else-having-an-issue-downloading-information-from-you-financial-institution-i-have-called/01/3763561#M1397842 Sat, 07 Feb 2026 16:10:47 GMT cyclopropyl 2026-02-07T16:10:47Z https://ttlc.intuit.com/community/taxes/discussion/is-anyone-else-having-an-issue-downloading-information-from-you-financial-institution-i-have-called/01/3763561#M1397842 Sat, 07 Feb 2026 16:10:47 GMT https://ttlc.intuit.com/community/taxes/discussion/is-anyone-else-having-an-issue-downloading-information-from-you-financial-institution-i-have-called/01/3763561#M1397842 cyclopropyl 2026-02-07T16:10:47Z https://ttlc.intuit.com/community/taxes/discussion/re-is-anyone-else-having-an-issue-downloading-information-from-you-financial-institution-i-have/01/3764612#M1398322 <P>There are often issues with importing financial information at this time of the tax season. See&nbsp;<A href="https://ttlc.intuit.com/turbotax-support/en-us/help-article/banking/import-1099/L73REMMxe_US_en_US?uid=lst9wylf" target="_blank">this help article</A> for troubleshooting steps with importing a document. You can also contact your financial institution or visit their website to see if they know of any issues with importing.</P> <P>&nbsp;</P> <P>If you don't have very many forms or much information to import, it may be easier to enter the information into TurboTax directly.</P> <P>&nbsp;</P> <P>For example, if you have a Form 1099-DIV:</P> <P>&nbsp;</P> <P>In TurboTax Online:</P> <P>&nbsp;</P> <OL> <LI>Go to Wages and Income</LI> <LI>Scroll down to Investments and Savings</LI> <LI>Select Show More</LI> <LI>Click the button next to Dividends on 1099-DIV</LI> <LI>Click the button +Add Investments and Continue</LI> <LI>Select a financial institution to Import, or click Enter a Different Way</LI> <LI>Click Dividends and Continue</LI> <LI>Select an Upload option or click Type it in Myself</LI> </OL> <P>&nbsp;</P> <P>When you click Type it in Myself, a screen appears with the entry fields you need to complete.</P> <P>&nbsp;</P> <P>See&nbsp;<A href="https://turbotax.intuit.com/tax-tips/investments-and-taxes/what-is-irs-form-1099-div-dividends-and-distributions/L8tWOrCJV" target="_blank">this article&nbsp;</A>for more information from TurboTax on reporting Forms 1099-DIV.</P> <P><BR />&nbsp;</P> <P><BR />&nbsp;</P> Sun, 08 Feb 2026 02:24:59 GMT https://ttlc.intuit.com/community/taxes/discussion/re-is-anyone-else-having-an-issue-downloading-information-from-you-financial-institution-i-have/01/3764612#M1398322 MonikaK1 2026-02-08T02:24:59Z https://ttlc.intuit.com/community/taxes/discussion/re-is-anyone-else-having-an-issue-downloading-information-from-you-financial-institution-i-have/01/3765006#M1398492 <P>Thank you for the guidance&nbsp;<a href="https://ttlc.intuit.com/community/user/viewprofilepage/user-id/5145334">@MonikaK1</a>,&nbsp;I will wait for 1-2 weeks and give it a try.&nbsp; I am a week or so earlier than last year.&nbsp; Have a good one.</P> Sun, 08 Feb 2026 14:25:41 GMT https://ttlc.intuit.com/community/taxes/discussion/re-is-anyone-else-having-an-issue-downloading-information-from-you-financial-institution-i-have/01/3765006#M1398492 cyclopropyl 2026-02-08T14:25:41Z