I am preparing taxes for a friend and need to download their 1099's into my TT desktop -- how do I do that?

I need to download someone else's 1099's to prepare their return on Turbotax desktop. TT wants to me to sign in to guarantee that this is my account. It isn't but I have the person's permission to do their return and get info (which I've done for 6 years). How do I let Turbotax know I have their permission to do that? It would take me quite a while to make their entries. This person does not have a Turbotax account.

142

Expert Alumni

Mar 29, 2023 10:14:55 AM

Please clarify.

Where (what screen) are you being asked to guarantee that this is your account?
Are you being asked to enter the login information when trying to import your friends financial data?
Is your financial information automatically being populated when trying to import?

Why sign in to the Community?

I am preparing taxes for a friend and need to download their 1099's into my TT desktop -- how do I do that?