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New Member
posted Dec 31, 2024 7:49:59 AM

in turbo tax 23 trying to import investment statement from 2023 and only showing when 2024 statements will be ready in 2025. What is the solution to import 2023 1099s?

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2 Replies
Level 15
Dec 31, 2024 7:52:14 AM

Importing of a 2023 tax form has been closed.  You will need to enter the form manually.

Level 15
Dec 31, 2024 8:09:58 AM

When tax season ends, financial institutions remove the information from availability to import to tax software.  You could still go to their website and print out or access your 2023 information, but you will have to enter it manually yourself--it cannot be imported.   Information for 2024 usually becomes available for import in mid to late February.   Going forward, make sure you import your information sooner.