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

 
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1 Reply
MindyB
Expert Alumni

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

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.

 

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