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tannmartin
New Member

How do I download my 1099 information.

 
5 Replies
ChondelLO
Intuit Alumni

How do I download my 1099 information.

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:

With your return open, search for the form – For example, search for “1099-B”.

Click the Jump to link in the search results.

Now follow the screens and you’ll be able to import your form.

Tip: When selecting your financial institution or brokerage from the list, be sure to select the right one. 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.

https://ttlc.intuit.com/replies/3389470


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jeremyhgrand
New Member

How do I download my 1099 information.

I don't see anything about this on when I follow these instructions. Have done it in the past, but now I can't remember how it works.  No links visible. Surely there's a menu option hidden somewhere.

LinaJ2020
Expert Alumni

How do I download my 1099 information.

First, if you are filing with TurboTax online, let's do these steps: 

  • Check your internet connection.  Try to log out and sign back in the program. 
  • Clear your cache and sign back into the program.  To clear cache, click here: Cache
  • You may also try a different browser.  

To update the program:

  • If you are using the TurboTax CD/Download software program, open the program, from the top, under Online, select Check for Updates.
  • If you are using the online version, it's an automatic update when you sign in and out. 

Then, to enter your Form 1099, here is the link for the step:  Form 1099 entries

 

@jeremyhgrand

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user932852143512441231
New Member

How do I download my 1099 information.

Vanguard says that the 1099-R is ready BUT   TTax Deluxe PC Desktop says that I cannot download it until is is "Available January 28, 2022" 

How can I proceed with the download now?

VolvoGirl
Level 15

How do I download my 1099 information.

It  might  be ready to view it or print it from online but the electronic download is not ready to import.

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