Import from stock company to turbotax

[NancyG]

You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-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:

• Which 1099 forms can be imported?
• Which 1099 forms are not available for import?
• When will I be able to import my 1099?

[Jquez]

Is We Bull not a partner for importing 1099s? I keep hearing that it is.

[DoninGA]

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@Jquez wrote:

Is We Bull not a partner for importing 1099s? I keep hearing that it is.

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Yes, Webull Financial is a TurboTax import partner.

[Jquez]

Why isn't WeBull listed on your partner page?

[Jquez]

any idea why its not listed on intuit's partner page for 1099 imports?

[DoninGA]

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@Jquez wrote:

any idea why its not listed on intuit's partner page for 1099 imports?

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As Previously stated - Yes, Webull Financial is a TurboTax import partner.

[DoninGA]

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@Jquez wrote:

Why isn't WeBull listed on your partner page?

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As Previously stated - Yes, Webull Financial is a TurboTax import partner.

[DoninGA]

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@Jquez wrote:

Is We Bull not a partner for importing 1099s? I keep hearing that it is.

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[Jquez]

Thank you.

[LeonardS]

Yes, you can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.