I am trying to amend 1099 to my 2019 filed taxes. How can I import from Fidelity the 2019 1099 info?

paisano2 — Sun, 29 Nov 2020 17:52:53 GMT

Re: I am trying to amend 1099 to my 2019 filed taxes. How can I import from Fidelity the 2019 1099 info?

xmasbaby0 — Sun, 29 Nov 2020 17:55:19 GMT

Sorry--you can"t. It is too late to import 2019 data from a financial institution. You will have to enter it manually.

Re: I am trying to amend 1099 to my 2019 filed taxes. How can I import from Fidelity the 2019 1099 info?

DoninGA — Sun, 29 Nov 2020 17:57:48 GMT

Importing a 2019 Form 1099 is no longer available using TurboTax as 2019 is now a prior tax year. You will have to add the Form 1099 manually on the 2019 amended tax return.

Re: I am trying to amend 1099 to my 2019 filed taxes. How can I import from Fidelity the 2019 1099 info?

Critter-3 — Sun, 29 Nov 2020 17:56:54 GMT

How to enter a summary in lieu of individual transactions

Your brokerage statements should include a summary of your transactions, grouped by sales category, for example "Box A short-term covered" or "Box D long-term covered". You'll enter the summary info instead of each individual transaction.

Open your return and search for stock sales in the upper-right corner.
Click or tap the "Jump to" link in the search results.
Answer Yes to both Did you sell any investments? and Did you get a 1099-B?
- If you land on Here's the investment sales info we have so far, select Add More Sales. Then answer Yes to Did you get a 1099-B?
On the Choose Your Bank or Brokerage import screen, select I'll type it in myself.
Select or enter your brokerage on the next screen and continue.
On the following screen (Tell us about...) select the second option, I'll enter a summary.
On the same screen, enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category. When finished, select Done.
Follow the onscreen instructions to enter additional sales or to view a summary.

When you are done entering all your sales transactions, you'll eventually come to the Here's the investment sales info we have so far screen. Here you can edit, delete, or enter more sales.

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I am trying to amend 1099 to my 2019 filed taxes. How can I import from Fidelity the 2019 1099 info?

Re: I am trying to amend 1099 to my 2019 filed taxes. How can I import from Fidelity the 2019 1099 info?

Re: I am trying to amend 1099 to my 2019 filed taxes. How can I import from Fidelity the 2019 1099 info?

Re: I am trying to amend 1099 to my 2019 filed taxes. How can I import from Fidelity the 2019 1099 info?

How to enter a summary in lieu of individual transactions