topic can 1099s (pdf, xml, or css) files be input into TT desktop or only the online version in Business & farm

can 1099s (pdf, xml, or css) files be input into TT desktop or only the online version

jg167 — Sun, 15 Feb 2026 20:00:42 GMT

I have TT desktop but I see no way to input the 1099 files from BoA or Schwab, though they apparently have been uploaded in the online version. How do I do this in the desktop version?

Re: can 1099s (pdf, xml, or css) files be input into TT desktop or only the online version

DoninGA — Sun, 15 Feb 2026 20:03:04 GMT

To enter an investment sale -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Under Investment Income
On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), click the start or update button

Re: can 1099s (pdf, xml, or css) files be input into TT desktop or only the online version

jg167 — Sun, 15 Feb 2026 20:09:38 GMT

Thanks for the suggestion, but entering a single investment is not what I am looking for. I want to the 1099s downloaded from financial institutions into TT desktop in an analogue manner to how TT online gets them.

Re: can 1099s (pdf, xml, or css) files be input into TT desktop or only the online version

VolvoGirl — Sun, 15 Feb 2026 20:15:22 GMT

Yes you can import 1099 forms into the Desktop program.

How to Import 1099 forms

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/00/26254

You start from the same place as posted above. It will take you to a screen to pick the FI to import OR you can click on Skip Import at the bottom.

Re: can 1099s (pdf, xml, or css) files be input into TT desktop or only the online version

DoninGA — Sun, 15 Feb 2026 20:49:57 GMT

@jg167 Use the procedure posted, then -

On the next screen click on Yes
On the next screen click on Add investments
On the next screen enter the Institution name or Brokerage name and click on Continue

Re: can 1099s (pdf, xml, or css) files be input into TT desktop or only the online version

jg167 — Sun, 15 Feb 2026 20:42:59 GMT

thanks. What was confusing me was that first it takes you to a screen to login to TT online, then to each of the financial institutions. It was the login to TT online that was messing me up. But all worked in the end. thanks again.