Please follow the steps below to import your 1099 Forms: Click on Tax Home from the Left Side Menu. Click on Income & Expenses from the main screen. Then click on Review/Edit, or Work on Other Income. Then Scroll Down to the Investments and Savings Section. You will see option for 1099-Int, 1099-Div and 1099-B. You can select the appropriate option. For example, if you want to report capital gains, you will select 1099-B. It will then give you the option to search for your financial institution and import from there. Please refer to the images below for further reference.

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jimmolden

Level 2

Question

How to import transactions?

Forum|Forum|4 years ago
February 17, 2022
2 replies
27 views

import 1099

TurboTax Premier Online

AamilD

Level 9

Please follow the steps below to import your 1099 Forms:

Click on Tax Home from the Left Side Menu.
Click on Income & Expenses from the main screen. Then click on Review/Edit, or Work on Other Income.
Then Scroll Down to the Investments and Savings Section. You will see option for 1099-Int, 1099-Div and 1099-B.
You can select the appropriate option. For example, if you want to report capital gains, you will select 1099-B. It will then give you the option to search for your financial institution and import from there.

Please refer to the images below for further reference.

jdj49

Level 2

The information that came up with this search had nothing to do with importing transaction. I need to know how to import from Charles Schwab.

Thanks

RobertB4444

Level 15

Here's how to import:

Sign in to TurboTax and open or continue your return
Search for the name of your form (like 1099-B), and select the Jump to link in the search results
Follow the screens and you’ll be able to import your form

Here's the TurboTax link for more info.

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