1099b download question

spnystrom — Wed, 04 Mar 2026 16:33:29 GMT

When I first installed TT Deluxe for 2025 I saw that Lincoln Investment Planning LLC was a partner, subsequent updates no longer list them, however, they are still listed as a partner in TT list? Anyone else dealing with this financial institution specifically?

Re: 1099b download question

dppesq — Fri, 06 Mar 2026 17:46:53 GMT

We are also dealing with the identical scenario. We use TurboTax specifically because we could download our Lincoln investment tax information.

Re: 1099b download question

JamesG1 — Mon, 09 Mar 2026 15:48:56 GMT

If the provider is no longer available, you may elect to enter IRS form 1099-B information manually.

In TurboTax Desktop Premier, an IRS form 1099-B entry may be entered by following these steps:

Across the top of the screen, click Federal Taxes.
Across the top of the screen, click Wages & Income.
Click I'll choose what I work on.
Scroll down to Investments and Savings and click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
At the screen Let's finish pulling in your investment income, click Add investments.
At the screen Let Us Enter Your Bank and Brokerage Tax Documents, click Skip import.
At the screen OK, let’s start with one investment type, select Stocks, Bonds, Mutual Funds. Continue.
At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue.
Do these sales include any employee stock, click No.
Do you have more than three sales on your 1099-B, click No.
Do these sales include any other types of investments, click No.
Did you buy every investment listed on your 1099-B, click Yes. Click Continue.
At the screen Now, choose how to enter your sales, select One by one. Click Continue.
At the screen Look for your sales on your 1099-B, click Continue.
At the screen Now enter one sale on your XXX 1099-B, enter sales information. Click Continue.
At the screen Let us know if any of these situations apply to this sale, report as necessary.
At the screen Review your XXXX sale, repeat as necessary by clicking Add another sale. Click Continue.

@dppesq

topic 1099b download question in Get your taxes done using TurboTax

1099b download question

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