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

Importing 1099

psjordan — Sat, 08 Feb 2020 01:29:34 GMT

When at the import screen to enter the package and document IDs, the instructions say to log in to your financial institutions account. Exactly where are we to do this? The only way I could see was to open another tab and log in....? After doing so, I get a message that my institutions credentials are incorrect. A better step by step instruction would help.

Re: Importing 1099

AkinaLO — Sat, 08 Feb 2020 18:39:11 GMT

Here's an article that will help you import your 1099.

How do I import my 1099? - Community

Re: Importing 1099

psjordan — Sat, 08 Feb 2020 21:21:13 GMT

I get to the screen that says "Sign On To Ameriprise Financial" but there is no button to click to do so. So what is the process from here to get signed on to Ameriprise?

Re: Importing 1099

DavidD66 — Tue, 11 Feb 2020 21:03:47 GMT

After you enter your Ameriprise "Package ID" and your "Document ID", click on "Get my form". If you can't continue past this, the problem is probably with Ameriprise. You may need to enter the information on your 1099 package manually.

Re: Importing 1099 (XML or CSV) ??? straight answer, please

mkrosse — Wed, 12 Feb 2020 16:55:25 GMT

need a straight answer please

does TT import support XML or CSV format? yes or no, please

Schwab has download ready of 1099 in XML or CSV format;

but on Feb 11, when Schwab has 1099's available, TT gives error message "not ready, try again after Feb 14" .... wtf?

Re: Importing 1099 (XML or CSV) ??? straight answer, please

LeonardS — Thu, 13 Feb 2020 20:17:03 GMT

TurboTax does import CVS files.

Re: Importing 1099 (XML or CSV) ??? straight answer, please

FixedOn66 — Wed, 06 Mar 2024 20:38:07 GMT

@LeonardS wrote:
TurboTax does import CVS files.

Where might one go to find out how to do that to import 1099B transactions from a CSV file for an account that is now closed so I can't use the usual partner import method?

Re: Importing 1099 (XML or CSV) ??? straight answer, please

CatinaT1 — Fri, 08 Mar 2024 15:30:57 GMT

Here is an FAQ on uploading crypto transaction via CSV. It should work the same way. You may have to tell the system you have Cryptocurrency transactions and then upload the CSV for your regular transactions. It would still load directly into the 8949 so it shouldn't make much difference.