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Level 2
April 4, 2026
Question

How can I go back and add additional 1099-INT forms?

  • April 4, 2026
  • 2 replies
  • 71 views
I accidentally uploaded Word versions of 1099-INT forms from my bank instead of .pdf versions and can.t see where TurboTax entered them. Have converted and need to upload them. How can I go back and do this?

2 replies

Level 13
April 4, 2026

You can get back to interest by following these steps:

 

  1. Open TurboTax Online and navigate to Investments and Savings (1099-B, 1099-INT, 1099-DIV, and 1099-DA, crypto) 
  2. Choose the button Add Investments
  3. Under Let's find your account, choose Enter a different way.
  4. Select Upload and proceed to upload your documents.
SteamTrain
Level 15
April 4, 2026

BUT...if you do "upload" them...edit each one to make sure all the right values are in the correct boxes.

 

Uploads of PDFs (or pictures) can result in very strange errors...it is always safer to just enter them manually by Typing them in yourself.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*