Can I import a 1098? 1099-R? 1095-A?

[BTRR]

Using TT H&B on Win 11 desktop PC.  I imported my 1099-INT/DIV from Schwab.  Can I import the following?
1098

1099-R

1095-A

Please advise.  Many thanks.

[DoninGA]

If the institution is a partner with TurboTax the Form 1099-R and 1099-B can be imported when using TurboTax.

See this TurboTax support FAQ - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2...

The Form 1095-A cannot be imported, it can only be entered manually.

To enter, edit or delete your Form 1095-A -

• Click on Federal Taxes (Personal using Home and Business)
• Click on Deductions and Credits
• Click on I'll choose what I work on (if shown)
• Scroll down to Medical
• On Affordable Care Act (Form 1095-A), click the start or update button

[BTRR]

Thanks!  Very helpful!  One more question: Can I import a 1098?

[DoninGA]

@BTRR Sorry, no.  A Form 1098,  Form 1098-T or a Form 1098-E cannot be imported.

[jtmcdjr]

I have never been able to import 1098 or 1095-A. All 1099's can be imported if your institution supports it. Use the same import steps you used for 1099-INT/DIV.  Not all institutions support it, and sometimes you may need to look for your custodian's sign-in instead of, for instance, your direct financial institution.