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john57nie
New Member

How to download investment info

 
1 Reply
Critter
Level 15

How to download investment info

When the 2017 info is made available online by your broker usually sometime in mid February you can just follow the screen instructions ...


The following FAQ tells you how to import 1099 information from a financial institution.

You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

You can also jump straight to that section by searching for the 1099 form number in TurboTax and then clicking the Jump to link in the search results.

Tip: When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with First National Bank and if you select the "wrong" First National Bank, you won't be able to import.

Related Information:



GEN86142

 Answered by TurboTax FAQ to this question


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