Importing 1099-DIV or 1099-INT from account already in TurboTax Deluxe

[simonsaba]

I have information from 1099-DIVs and 1099-INTs that were imported into this year's return. When I click Review, I don't see a way to import the information - just typing it manually. How can I import this information?

[JohnB5677]

Please follow these steps to Import your 1099-INT or 1099-DIV.

1. Select Wages & Income
2. Scroll to Investments and Savings1099-B, 1099-INT, 1099-DIV, Crypto Gain/Loss Report
3. Select Interest on 1099-INT or Dividend 1099-DIV
4. Let's import your tax info
5. If not listed select Show More or Search by name
6. Continue the interview.

What if I can't import my 1099?

[simonsaba]

That doesn't answer my question. I'll repeat it. I have 1099-DIVs and 1099-INTs information that came across when I imported last year's tax return. They are already in there. When I click Review, I only get the option to type in the information. There's no option to import the information from a 1099-INT or 1099-DIV that's in there from last year's tax return. I'm thinking that it's an option that TurboTax left out because the interface this year is very different. There is an option to add more at the bottom but I don't want to add more. I want to import to what's already in there.  How can I import information for a 1099-INT or1099-DIV that's already in there from importing last year's tax return information?

[SteamTrain]

Correct:   An empty form transfers in from last year....no $$ amounts are included.

Then you go into that form in this year's taxes, and manually type in the $$ amounts that are for 2024.

No, the $$ amounts form last year are not populated in the 2024 boxes.

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Certainly, some (but not all) providers offer a way to import the $$, but for simple 1099-INT and 1099-DIV forms, I just type the amounts into the interview forms.

[VolvoGirl]

Are you using the Online version or the Desktop program?  I'm using the Windows Desktop program.  I found.....

If you transferred from last year you get to a list of all your 1099s. To enter the amount click on Review which takes you to the beginning screen to import your tax info or go to the bottom and Skip Import. Then you get the screen with 5 boxes. Pick the kind of 1099 and Continue. Then that 1099 will show up.

[simonsaba]

If the Windows desktop version allows you to click Review and then give you the option to import, then the Mac desktop version is crippled. Clicking Review takes me directly to the manual input screen. If that's the case, it's too bad that Intuit does not treat both platforms the same way.

Thank you for the information. Unfortunately, this doesn't solve the problem, but I don't think there's anything else I can do except type them in manually or delete them and import new ones. I'll reflect this in my review for TurboTax.

[DaveF1006]

It depends. You mention that last year's forms are in your return but missing the information. You either would need to supply the missing information this year manually or import this year's forms.  

To get a clean import, I suggest you delete all the forms you see in the summary page just so you can have a clean copy when you import this year's forms.  Then repeat the steps that JohnB5677 mentions so that you won't need to manually enter each one. These steps are.

1. "Select Wages & Income
2. Scroll to Investments and Savings1099-B, 1099-INT, 1099-DIV, Crypto Gain/Loss Report
3. Select Interest on 1099-INT or Dividend 1099-DIV
4. Let's import your tax info
5. If not listed select Show More or Search by name
6. Continue the interview".

@simonsaba