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Because my computer was hacked, FIdelity assigned new account numbers to my account and issued two seperate brokerage 1099's. The system only enters only one of the 1099's. How do I fix this?

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1 Reply
MelindaS1
Employee Tax Expert

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You don't have to import your 1099's; there are multiple options to enter the second document into TurboTax, which can be found by navigating these steps:

 

  1. Select Tax Home
  2. Select Federal
  3. Select Wages & Income 
  4. Select Investments and savings (Jump-to link)
  5. Select (+) Add investments
  6. On the screen headed Save time and connect your financial accounts, select the button Enter a different way 
  7. The next screen, How do you want to add your docs? will give you options for: 
    • Upload - select a file from your PC, such as a scanned file of the 1099 or downloaded PDF, for TurboTax to pull in the data
    • Snap a photo - requires a smartphone; take a picture of the form(s) to automatically populate the data without a scanner
    • Import - to try this option again, or pull in additional investments
    • Type it in myself (underneath, next to Continue) - to type in the 1099 data manually
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