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New Member
posted Feb 28, 2021 2:10:30 PM

How do I link financial institutions to my efforts to do my tax return?

I have holdings in several banking institutions that send out 1099-Divs.  How do I link these to my tax return?

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1 Replies
Expert Alumni
Feb 28, 2021 2:22:13 PM

Here is a list of TurboTax Partners that will upload your forms to TurboTax. If this is not available, you can manually enter the data on the 1099-DIVs.