Amended Form

mdmitchell3 · ‎January 22, 2026

I received an amended 1099 from my broker and have gone in to update my filing but now that the new year is here I'm being told forms will not be ready until February 13, 2026. This is an old form that is definitely ready now so how can I perform an import?

xmasbaby0

What tax year is that corrected document from? If it is from last year---or some other prior year-- you cannot import it. Financial institutions take down past year information and only allow importing of current year data. Most financial institutions will not have 2025 data available for import into tax software until mid to late February.

They often have it up on their website so that you can print it for yourself and/or enter it by hand sooner if you want to.

A corrected past year tax document will have to be entered into your amended return 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.**

mdmitchell3

It is from 2024. That is disappointing because I'm a very active trader with a lot of data to import. Is there any way to manually import it if I download?