topic What happened to automatic on line access to retirement accounts, brokerages? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/what-happened-to-automatic-on-line-access-to-retirement-accounts-brokerages/01/576363#M54080 Wed, 05 Jun 2019 21:56:34 GMT Frustrated-Frog 2019-06-05T21:56:34Z What happened to automatic on line access to retirement accounts, brokerages? https://ttlc.intuit.com/community/retirement/discussion/what-happened-to-automatic-on-line-access-to-retirement-accounts-brokerages/01/576363#M54080 Wed, 05 Jun 2019 21:56:34 GMT https://ttlc.intuit.com/community/retirement/discussion/what-happened-to-automatic-on-line-access-to-retirement-accounts-brokerages/01/576363#M54080 Frustrated-Frog 2019-06-05T21:56:34Z How do I import my 1099? You can securely import your 109... https://ttlc.intuit.com/community/retirement/discussion/how-do-i-import-my-1099-you-can-securely-import-your-109/01/576368#M54081 <P>How do I import my 1099? </P><P>You can securely import your 1099-B,&nbsp;1099-DIV,&nbsp;1099-INT,&nbsp;1099-OID, or&nbsp;1099-R&nbsp;into TurboTax, provided your broker or financial institution participates in our&nbsp;<A href="https://support.turbotax.intuit.com/redirect/partners" target="_blank">TurboTax Partner program</A>.</P> <P> <SPAN>When you get to the place in TurboTax where we ask if you received that form, answer&nbsp;<STRONG>Yes&nbsp;</STRONG>and we'll give you the option to import.</SPAN> </P> <P><STRONG>You can also jump straight to the section for your specific 1099 form.</STRONG>&nbsp;Here's how:</P> <P>1.&nbsp;&nbsp;&nbsp; With your return open, search for the form – For example, search for “1099-B”.</P> <P>2.&nbsp;&nbsp;&nbsp; Click the Jump to link in the search results.</P> <P>3.&nbsp;&nbsp;&nbsp; Now follow the screens and you’ll be able to import your form.</P> <P> <STRONG>Tip:</STRONG> <SPAN>&nbsp;When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with&nbsp;<STRONG>First National Bank</STRONG>&nbsp;and if you select the "wrong" First National Bank, you won't be able to import.</SPAN> </P> Related Information: <P>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <A href="https://ttlc.intuit.com/questions/GEN86710?legacy=true" target="_blank">Which 1099 forms can be imported?</A></P> <P>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <A href="https://ttlc.intuit.com/questions/GEN86711?legacy=true" target="_blank">Which 1099 forms are not available for import?</A></P> <P>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <A href="https://ttlc.intuit.com/questions/GEN86712?legacy=true" target="_blank">When will I be able to import my 1099?</A></P><BR /><P></P> Wed, 05 Jun 2019 21:56:36 GMT https://ttlc.intuit.com/community/retirement/discussion/how-do-i-import-my-1099-you-can-securely-import-your-109/01/576368#M54081 Critter 2019-06-05T21:56:36Z
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topic What happened to automatic on line access to retirement accounts, brokerages? in Retirement tax questions
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What happened to automatic on line access to retirement accounts, brokerages?
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How do I import my 1099? You can securely import your 109...
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<P>How do I import my 1099? </P><P>You can securely import your 1099-B,&nbsp;1099-DIV,&nbsp;1099-INT,&nbsp;1099-OID, or&nbsp;1099-R&nbsp;into TurboTax, provided your broker or financial institution participates in our&nbsp;<A href="https://support.turbotax.intuit.com/redirect/partners" target="_blank">TurboTax Partner program</A>.</P> <P> <SPAN>When you get to the place in TurboTax where we ask if you received that form, answer&nbsp;<STRONG>Yes&nbsp;</STRONG>and we'll give you the option to import.</SPAN> </P> <P><STRONG>You can also jump straight to the section for your specific 1099 form.</STRONG>&nbsp;Here's how:</P> <P>1.&nbsp;&nbsp;&nbsp; With your return open, search for the form – For example, search for “1099-B”.</P> <P>2.&nbsp;&nbsp;&nbsp; Click the Jump to link in the search results.</P> <P>3.&nbsp;&nbsp;&nbsp; Now follow the screens and you’ll be able to import your form.</P> <P> <STRONG>Tip:</STRONG> <SPAN>&nbsp;When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with&nbsp;<STRONG>First National Bank</STRONG>&nbsp;and if you select the "wrong" First National Bank, you won't be able to import.</SPAN> </P> Related Information: <P>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <A href="https://ttlc.intuit.com/questions/GEN86710?legacy=true" target="_blank">Which 1099 forms can be imported?</A></P> <P>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <A href="https://ttlc.intuit.com/questions/GEN86711?legacy=true" target="_blank">Which 1099 forms are not available for import?</A></P> <P>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <A href="https://ttlc.intuit.com/questions/GEN86712?legacy=true" target="_blank">When will I be able to import my 1099?</A></P><BR /><P></P>
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