Import 1099s from a pdf

Hi,

I have the PDFs of the 1099-INT, 1099-DIV and 1099-B which was downloaded from the institution website. But TY deluxe edition does not have these institutions listed. My question was on how to import them instead of manually type them in - using the windows desktop Deluxe version.

337

Expert Alumni

Mar 30, 2025 2:21:59 PM

IRS 1099-INT, IRS 1099-DIV and IRS 1099-B may be imported if your financial institution is a TurboTax Import Partner. Follow these steps.

Select Federal Taxes across the top of the screen.
Select Wages & Income across the top of the screen.
Select I'll choose what I work on.
Scroll down to Investment Income.
Click to the right of Stocks, Mutual Funds, Bonds, Other.
At the screen Let’s finish pulling in your investment income, select Add investments.
At the screen Let Us Enter Your Bank and Brokerage Tax Documents, enter you financial institution. Select Continue.
Follow the screens to import the information.

You may need to upgrade to TurboTax Desktop Premier.

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Import 1099s from a pdf