Importing 1099

Forum|Forum|6 years ago
February 8, 2020
3 replies
13 views

When at the import screen to enter the package and document IDs, the instructions say to log in to your financial institutions account. Exactly where are we to do this? The only way I could see was to open another tab and log in....? After doing so, I get a message that my institutions credentials are incorrect. A better step by step instruction would help.

AkinaLO

Level 15

Here's an article that will help you import your 1099.

How do I import my 1099? - Community

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psjordanAuthor

Level 2

I get to the screen that says "Sign On To Ameriprise Financial" but there is no button to click to do so. So what is the process from here to get signed on to Ameriprise?

DavidD66

Level 15

After you enter your Ameriprise "Package ID" and your "Document ID", click on "Get my form". If you can't continue past this, the problem is probably with Ameriprise. You may need to enter the information on your 1099 package manually.

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mkrosse

Level 2

need a straight answer please

does TT import support XML or CSV format? yes or no, please

Schwab has download ready of 1099 in XML or CSV format;

but on Feb 11, when Schwab has 1099's available, TT gives error message "not ready, try again after Feb 14" .... wtf?

LeonardS

Level 14

TurboTax does import CVS files.

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FixedOn66

Level 3

@LeonardS wrote:
TurboTax does import CVS files.

Where might one go to find out how to do that to import 1099B transactions from a CSV file for an account that is now closed so I can't use the usual partner import method?