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Level 1
March 4, 2026
Question

1099b download question

  • March 4, 2026
  • 2 replies
  • 110 views

When I first installed TT Deluxe for 2025 I saw that Lincoln Investment Planning LLC was a partner, subsequent updates no longer list them, however, they are still listed as a partner in TT list?  Anyone else dealing with this financial institution specifically? 

    2 replies

    Level 2
    March 6, 2026

    We are also dealing with the identical scenario. We use TurboTax specifically because we could download our Lincoln investment tax information. 

    Alumni - Intuit
    March 9, 2026

    If the provider is no longer available, you may elect to enter IRS form 1099-B information manually.

     

    In TurboTax Desktop Premier, an IRS form 1099-B entry may be entered by following these steps:

     

    • Across the top of the screen, click Federal Taxes.
    • Across the top of the screen, click Wages & Income.
    • Click I'll choose what I work on.
    • Scroll down to Investments and Savings and click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
    • At the screen Let's finish pulling in your investment income, click Add investments.
    • At the screen Let Us Enter Your Bank and Brokerage Tax Documents, click Skip import.
    • At the screen OK, let’s start with one investment type, select Stocks, Bonds, Mutual Funds.  Continue.
    • At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue.
    • Do these sales include any employee stock, click No.
    • Do you have more than three sales on your 1099-B, click No.
    • Do these sales include any other types of investments, click No.
    • Did you buy every investment listed on your 1099-B, click Yes.  Click Continue.
    • At the screen Now, choose how to enter your sales, select One by one.  Click Continue.
    • At the screen Look for your sales on your 1099-B, click Continue.
    • At the screen Now enter one sale on your XXX 1099-B, enter sales information.  Click Continue.
    • At the screen Let us know if any of these situations apply to this sale, report as necessary.
    • At the screen Review your XXXX sale, repeat as necessary by clicking Add another sale.  Click Continue.

    @dppesq 

     

     

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