in Education
1246581
You'll need to sign in or create an account to connect with an expert.
You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.
When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.
You can also jump straight to the section for your specific 1099 form. Here's how:
Tip: Be sure to select the right financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import.
You can import up to 1,500 transactions from your financial institution in TurboTax Online.
when you import you should check the info against what's on the 1099's. i did an import from the broker and what didn't get imported was royalty income (taxable income would have been understated) and purchased interest on bonds ( taxable income would have been overstated) don't rely on imports being 100% correct. they may be. but would you like to get a notice from the IRS saying you owe additional taxes? I don't know if TT accuracy guarantee applies when you import.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
anonymouse1
Level 5
in Education
dave-j-norcross
New Member
anth_edwards
New Member
RyanK
Level 2
ellenbergerta
New Member