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New Member
posted Jun 4, 2019 3:52:58 PM

Consolidated 1099 form from broker

I received a consolidated 1099 form from my broker, which includes ordinary dividends, qualified, capital gains etc. but I cannot find how to enter it in Turbotax

0 19 7649
19 Replies
Returning Member
Jun 4, 2019 3:52:59 PM

what forms or pages do I send with an amended return

New Member
Jun 4, 2019 3:53:01 PM

How do I get 1099 form

New Member
Jun 4, 2019 3:53:02 PM

add details to my 8949

New Member
Jun 4, 2019 3:53:04 PM

how do I get 1099 form

New Member
Jun 4, 2019 3:53:05 PM

how do I get 1099 form

New Member
Jun 4, 2019 3:53:08 PM

how do I get 1099 form

New Member
Jun 4, 2019 3:53:10 PM

where is 1099 form

New Member
Jun 4, 2019 3:53:11 PM

where is 1099 form

New Member
Jun 4, 2019 3:53:12 PM

where is 1099 form

New Member
Jun 4, 2019 3:53:14 PM

You will need to enter each section separately into TurboTax according to the form.  On the consolidated form you should see a section for each form, the most common are the 1099-INT, 1099-DIV and 1099-B.  The 1099-INT and 1099-DIV are entered in the Interest and Dividends section in TurboTax.  The 1099-B should be entered in the Investment Income section.

New Member
Jun 4, 2019 3:53:15 PM

All applicable sections of my Morgan Stanley consolidated Tax statement logged in, however no state ID number is located in the 1099-INT section.  I live in UTAH, but the interest was generated in TX, WA, and UT bonds.  The MS 1099-INT lists the bond CUSIP No. as Various.  There is no box 8.  No state ID is provided on the MS form.  Can't file without it.  Help

Level 3
Jun 4, 2019 3:53:16 PM

By "logged in" are you saying you imported it from Morgan Stanley into Turbotax but there are fields that are empty? I guess what you should do is logon to their site and get the PDF version of the 1099 and then manually edit the form in Turbotax.

Level 3
Jun 4, 2019 3:53:18 PM

Have you looked to see if your broker supports importing into Turbotax? Many (most?) seem to. Then it would get downloaded to TT and automatically put in the correct spots on your tax form. It's especially handy if you've sold a bunch of stock, since you won't have to report each individual lot.

New Member
Jun 4, 2019 3:53:19 PM

Even after import you may need to edit the information if any income was from US Obligations or information was missing, such as the holding period for any sales.

Level 3
Jun 4, 2019 3:53:21 PM

It's still much easier than typing everything in!

New Member
May 21, 2020 10:07:52 AM

Have consolidated broker statement 1099-DIV for 2019.  How do I enter it into TT, i.e. can I just enter the consolidated amounts, or do I have to break it down and enter it for each stock?

Expert Alumni
May 21, 2020 2:09:11 PM

Click the "magnifying glass Search" icon on the top row, enter "1099div" in the search window and press return or enter, and then click on the "Jump to 1099div" link to begin entry of the 1099-DIV.

 

If there is also a 1099-B in that same consolidated statement, the above instructions also work with a search for "1099b".

 

@oldsoldier62

New Member
Feb 19, 2021 10:53:16 AM

I entered my act number and password, but the import button is grayed out

Intuit Alumni
Feb 20, 2021 12:57:52 PM

@PeteH Please ensure that your broker is an approved Turbo Tax Import Partner; see list here

 

If they are, then you may need to check your brokerage to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here