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ramvij21
New Member

Import 1099s from pdf on computer

Hi, 

I have the PDFs of the 1099-INT, 1099-DIV and 1099-B which was downloaded from the institution website. But TT Deluxe does not list the institution. My question was on how to import them instead of manually type them in - using the windows desktop
Deluxe version.
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1 Reply
JamesG1
Expert Alumni

Import 1099s from pdf on computer

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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