Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 1, 2025 7:27:23 AM

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.

0 2 1621
2 Replies
Expert Alumni
Mar 1, 2025 7:52:03 AM

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.

 

Level 15
Mar 1, 2025 7:59:34 AM

............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.