turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

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.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 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.*
user17737843159
Returning Member

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?

I don't see the enter another way option in the 2025 desktop version. Is it available in desktop and online?

 

Thanks

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 the desktop program on the import page where you pick the partner, scroll down to the very bottom and pick Skip Import. 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question