Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Jan 21, 2025 11:20:23 AM

Download Investments?

Will Turbo Tax Deluxe software (Download)  Allow the import of 1099 information such as Interest, dividends and brokerage transactions (stock sales)?

Thank you. 

 

0 2 790
2 Replies
Level 15
Jan 21, 2025 11:22:31 AM

Yes---but it is too soon.    Most financial institutions have data available for import into tax software by mid-February.   Usually they put it up on their website earlier if you want to view it or print it for yourself.  And...of course, the bank or financial institution must be partnered with TT to allow importing data.

Level 2
Jan 21, 2025 11:57:33 AM

Thank you for your prompt response.!!