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
New Member
posted Mar 22, 2025 2:43:46 PM

How do I import So-Fi banking details (1099-INT) into TurboTax?

0 1 1034
1 Replies
Expert Alumni
Mar 22, 2025 2:50:30 PM

Sofi currently doesn't allow importing by logging in to your account, but there are a few other options. You can choose to upload a CSV file that you have downloaded from Sofi.

 

Or, you can upload a photo of the 1099-INT, or type it in manually.

 

Here's how to enter a 1099-INT into TurboTax Online manually:

  1. Under "Let's import", choose "Enter a different way." 
  2. Choose Interest, continue
  3. Choose "Type it in myself"
  4.  Enter FEIN from payer, payer's name, and amount of interest. Choose recipient's name from dropdown box.