topic Is there a method to import my 1099 tax forms from a PDF file? in After you file

Is there a method to import my 1099 tax forms from a PDF file?

Imnotsure2 — Fri, 14 Feb 2025 16:24:23 GMT

My import from Schwab is partially working. I have 2 accounts, but only one account's 1099 is imported into TT. I have the PDF file for the other account. Is there a method to import a PDF file into TT?

Re: Is there a method to import my 1099 tax forms from a PDF file?

MarilynG1 — Fri, 14 Feb 2025 17:09:28 GMT

If you have a 1099-B that didn't import, you can save it as a PDF file and import it, if you're using TurboTax Online. If this applies, in the 1099-B entry section, choose Sales Section Totals, and Continue to a screen asking you to attach your PDF.

If you're using TurboTax Desktop, here's How to Enter a Summary in Lieu of Individual Transactions.

If your 1099 is INT or DIV, you can enter the totals from the same bank as one line item in those sections.

Here's some info on importing multiple accounts from same brokerage that may help you.

Re: Is there a method to import my 1099 tax forms from a PDF file?

Imnotsure2 — Fri, 14 Feb 2025 17:43:48 GMT

Thanks for the reply!

Too bad that TT desktop cannot import PDF files.

I'll use the manual method you recommended (enter summary).

Thanks again for the quick response!