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New Member
posted Nov 5, 2025 10:19:16 AM

1099 import for 2024 broker statements.

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

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3 Replies
Level 15
Nov 5, 2025 10:28:52 AM

@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.

New Member
Nov 5, 2025 11:04:19 AM

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

Level 15
Nov 5, 2025 1:07:19 PM

@louis-girardin 

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