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New Member
posted Jun 3, 2019 1:38:59 PM

I want to import from Capital One investiments

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1 Best answer
Employee Tax Expert
Jun 3, 2019 1:39:00 PM

To begin an import of your Capital One data, 1st navigate to the section the 1099 belongs to:

  • In your open return, select My Account
  • Tools
  • Topic Search
  • Type '1099-INT ( or 1099-DIV, 1099-B)' in the box, then select GO

Then type Capital One in the box of import partners, and enter your account login credentials to begin the import.

1 Replies
Employee Tax Expert
Jun 3, 2019 1:39:00 PM

To begin an import of your Capital One data, 1st navigate to the section the 1099 belongs to:

  • In your open return, select My Account
  • Tools
  • Topic Search
  • Type '1099-INT ( or 1099-DIV, 1099-B)' in the box, then select GO

Then type Capital One in the box of import partners, and enter your account login credentials to begin the import.