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Level 2

Question

How to import 1099-B

Forum|Forum|3 years ago
March 26, 2023
6 replies
29 views

I am using Turbotax Business and trying to import a 1099-B from Morgan Stanley. I tried the "Where do I enter or import a 1099-B" FAQ but no prompt comes up for" "Let's Import your tax info" anywhere.

TurboTax Online

Level 10

Please see Where do I enter or import a 1099-B? for instructions.

If you need additional assistance, please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you.

Mark36741Author

Level 2

Thanks, but as I mentioned in my initial message, I tried that but it didn't work. I chose my financial institution, but there was no place where it prompted me to import my tax info. Perhaps TT Business is set up differently than the TT personal apps, or maybe Morgan Stanley doesn't have a connection with TT. At any rate, I ended up just manually inputting the 1099-B summary totals, and that seemed to work ok instead.

Level 5

Just curious, did you pick Morgan Stanley off a list or did you type it in? If they are not on the list you cannot do the import.

Mark36741Author

Level 2

Yes it was on the list.