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New Member
posted Feb 5, 2025 12:52:46 PM

Can I upload a 1099 consolidatde tax statement?

0 6 1127
6 Replies
Expert Alumni
Feb 5, 2025 1:21:03 PM

You can upload a PDF for your 1099-B details in TurboTax Online.   TurboTax will figure out if you need to provide the IRS with a copy of your 1099-B.  If you do need to include this form, you’ll be prompted to upload a PDF copy after you enter your sales section totals in the investments section of TurboTax Online (TurboTax Desktop doesn’t support 1099-B upload).   You can download or request a PDF copy of your 1099-B from your broker’s online account.    From this TurboTax FAQ

New Member
Feb 6, 2025 10:10:02 AM

I know I should be able to upload a 1099-B but my financial services company is providing a 1099 consolidated statement which includes the 1099-INT, 1099-DIV & 1099-B.  How do I upload that?  Thank you.

Expert Alumni
Feb 6, 2025 10:24:35 AM

You should be able to import the 1099 in the 1099-B section.  Go there and import the pdf from there.

 

If the 1099-INT and the 1099-DIV don't import then you may have to enter them manually.

 

@pricekelley24 

New Member
Mar 16, 2025 1:51:27 PM

Hell please

New Member
Mar 16, 2025 1:52:27 PM

Where do i enter it. 

Expert Alumni
Mar 17, 2025 8:42:41 AM

As mentioned above by RobertB444, you can import your 1099 consolidated tax statement from the 1099-B section of TurboTax.

 

Please follow these steps in TurboTax Online:

  1. Sign in to TurboTax and choose continue or Pick up where you left off
  2. On the left side bar, choose Federal and then Wages & Income
  3. Scroll through the Income section and select Investments and Savings
  4. Choose Start/Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
  5. Click on the Add Investments box
  6. On the Let's import your tax info screen, choose your brokerage
  7. Follow the TurboTax interview questions to get your forms imported

 

For more information, please see this TurboTax Help: Where do I enter or import a 1099-B?

 

@4133205949