Here is some helpful information that may help your client with uploading their account information.
You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.
When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.
You can also jump straight to the section for your specific 1099 form. Here's how:
- Sign in to TurboTax and open or continue your return.
- Search for 1099-B and select the Jump to link in the search results.
- Follow the screens and you’ll be able to import your form.
Tip: Be sure to select the right financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import.
You can import up to 1,500 transactions from your financial institution in TurboTax Online.
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