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I do not want to give TurboTax direct access to my banking and investment accounts. Can I import PDFs of my 1099-INT and 1099-DIV directly into TurboTax 2024?

In prior years I was able to import PDFs.
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2 Replies
MindyB
Expert Alumni

I do not want to give TurboTax direct access to my banking and investment accounts. Can I import PDFs of my 1099-INT and 1099-DIV directly into TurboTax 2024?

Yes, you can. After you have navigated to the input section for your investments, choose to Enter a different way. Select the type of 1099 you would like to start with and continue. You may now choose to upload the form.

 

I do not want to give TurboTax direct access to my banking and investment accounts. Can I import PDFs of my 1099-INT and 1099-DIV directly into TurboTax 2024?

............with the qualification, that you MUST edit every one you upload that way, to make sure every $$ amount is properly entered....int he proper box.

 

Sometimes the numbers/boxes get scrambled by the AI that interprets your PDF form.  One person had the Federal EIN end up in an income box.....thus showing over a million$$ of income in that form.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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