How do I get turbo tax to use my uploaded documents to automatically fill in my tax info?

[murdinac]

Can turbo read my uploaded documents

[VolvoGirl]

What kind of documents?  It's too early to import any 2024 W2 and 1099 info to Turbo Tax.  And you can't import to prior years.  Are you asking about Transferring 2023 into 2024?

[gchast]

As an example, I have uploaded a few 1099Rs, a 1095A, and a 1098. 

It kept asking me to connect to my bank!!!

Somehow I got around that pain and it used 80% of the fields in my 1098. 

But, is ignoring my 1095 and 1099s. 

[xmasbaby0]

There are some documents that cannot be imported -- some things simply have to be keyed in by hand.   And for many sorts of 1099's that come from banks, brokerages, or other financial institutions, it is simply too soon----they typically do not have them formatted for import into tax software until sometime in February.  They put them up on the website where you can see them or print them for yourself, but you cannot import them yet.

Key in your 1095A by hand.  And if it has any zeros, leave those places blank in the software --- the software does not like zeros for 1095A.

[Dixie1500]

I need to upload a 1099 for an amended return

[MonikaK1]

Uploading a document is not the same as importing data from a TurboTax import partner. Only importing data will automatically populate areas in your tax return.

If your financial institution is a TurboTax 1099 Import Partner, you would likely have been able to import your 2024 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2025, and likely have been able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2025.

However, if your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not have been able to import any of your 1099s until February 15, 2025. 

You can upload documents to TurboTax for your reference but you will still need to complete the interview for the type of 1099 that you have.

To upload something to My Docs™, follow these steps:

1. Select Documents on the left menu.
2. Select your desired tax year.
3. Select Upload and select the document you want to upload.
4. Select Done or Upload another tax form.

See this help article for more information.

Then, follow these steps to access My Docs™:

1. Sign in to TurboTax.
2. Under Your tax returns & documents (select Show if you can’t see anything), you’ll find My Docs.

@Dixie1500