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Level 2

Question

1099 import for 2024 broker statements.

Forum|Forum|11 months ago
November 5, 2025
3 replies
89 views

1099 import for 2024 broker statements (Raymond James). the only option to select is for 2025 1099s that will not be issued until 2026

1099

Level 15

@louis-girardin It is too late to import a broker statement for 2024 into tax software. They are getting ready for 2025. Get the statement online and key in your amounts by hand.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

louis-girardinAuthor

Level 2

thank you for the quick reply. are you familiar with any options other than manually imputing close to 1000 transactions

Level 15

@louis-girardin

You can make summary entries. When TurboTax asks how you want to enter your sales, select "Sales section totals."