How do i tell turbo tax to download a 1099

[arpickett]

I want to download a 1099, but screen asks for direct input

[wjs1356]

After you select "Add a Brokerage or Bank" for any 1099's you received, TT gives you 4 options to select. The very first one is "Import from my bank or brokerage". You want to select that and then select your bank or brokerage from the drop down box. If your bank/brokerage isn't listed you will have to type the information yourself, the last option. Note: If you have already typed in your bank or brokerage name and it shows up in the summary for the income category (i.e., Dividends, Capital Gains, Interest etc.),  TT assumes you will entering the information manually and it will not return the 4 options. To get the 4 options so you can import the transactions, you have to delete the original entry you made and then start over by selecting "Add a Brokerage or Bank".

[BrandiLO1]

Please ensure that your bank or brokerage is an import partner by clicking here.