If your financial institution is a TurboTax 1099 Import Partner, you would likely have been able to import your 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2025, and likely have been able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2025.
However, if your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not have been able to import any of your 1099s until February 15, 2025.
Check here for updates to the Help Article with this information.
When importing, make sure TurboTax and Windows are both updated, and temporarily disable all anti-virus software (including modem). Make sure your broker does not require you to allow 'third party access', which you may enable in your broker account, if this applies. Some users reported that disabling security software solved the issue. See this thread for other experiences and suggestions.
If your financial institution is not a TurboTax 1099 Import Partner, you would need to enter the information yourself by the type of investment income and 1099 type you received.
See this article for information on how to enter sales; this article for Forms 1099-INT, and this one for Forms 1099-DIV.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
