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mrgeeee
New Member

I want to download my 1099 B from Capital One Investing. Is there a trick?

 
5 Replies
shashafitness
New Member

I want to download my 1099 B from Capital One Investing. Is there a trick?

did u ever figure this out? it doesn't seem to work
NancyG
New Member

I want to download my 1099 B from Capital One Investing. Is there a trick?

You can securely import your 1099-B1099-DIV1099-INT1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

You can also jump straight to that section by searching for the 1099 form number in TurboTax and then clicking the Jump to link in the search results.

Tip: When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with First National Bank and if you select the "wrong" First National Bank, you won't be able to import.

Related Information:

shashafitness
New Member

I want to download my 1099 B from Capital One Investing. Is there a trick?

Did anyone ever figure this out. The import doesn't work.
davidrph1
New Member

I want to download my 1099 B from Capital One Investing. Is there a trick?

How?   When I try it just says not available for import even though Capital One says it is ready for import;    so what is the reason it is not importing?

ThomasM125
Expert Alumni

I want to download my 1099 B from Capital One Investing. Is there a trick?

I am sorry you are having a problem with this. TurboTax  can only process the information furnished to us by the broker. Sometimes the download does not work properly, but it is beyond the control of TurboTax.

 

Sometimes the problem is with your computer. You can try logging in to TurboTax using a different browser an/or clearing the "cache and cookies" on your computer. 

 

Also, sometimes if you try the download at a later time or day it will work.

 

If you try these remedies and you are still unsuccessful, you will have to enter the 1099-B form manually. 

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