topic Misplaced 1099's in Get your taxes done using TurboTax

Misplaced 1099's

RickB3 — Tue, 20 Aug 2019 18:08:05 GMT

I began my 2018 tax return on TT and was unable to complete prior to April 15th, so I filed and was granted an extension. All income data is in TT, but I misplaced the 1099's in the meantime. Can I file without them? If not how can I best replace them? The vast majority of our income is from Vanguard and Social Security.

Re: Misplaced 1099's

VolvoGirl — Tue, 20 Aug 2019 18:15:40 GMT

If you efile you don't have to attach or mail anything in.

If you mail your return you only have to attach a 1099 if it has federal withholding shown on it.

if you already entered them you should be ok. They are for your records to keep.

Re: Misplaced 1099's

DoninGA — Tue, 20 Aug 2019 18:17:27 GMT

You need the exact information that is on the Form 1099-B from Vanguard and the SSA-1099 from Social Security to be entered on the 2018 tax return.

You can sign onto your Vanguard account and the Form 1099-B for 2018 should be available online.

Or you may be able to import the 1099-B, see this TurboTax support FAQ - https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/01/26254

For the SSA-1099 go to this Social Security Administration website for a replacement SSA-1099 - https://www.ssa.gov/myaccount/replacement-SSA-1099.html