Consolidated 1099 form from broker

[MisterBill]

It's still much easier than typing everything in!

[oldsoldier62]

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?

[DavidS127]

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

[PeteH]

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

[EbonyA]

@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