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Level 2
posted Jan 13, 2021 5:48:26 PM

Is anyone having problems with the 1099 automatic importing? I see "Ready to be impressed?", hit next, find my bank, choose option, then it takes me back to search.

Title says it all, once I select my bank I hit the "Change how I enter my form" button which presents an option to bring it from my bank by signing in, but when I hit "continue" it just takes me back to search.

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1 Best answer
Level 15
Jan 13, 2021 5:59:31 PM

Sometimes it is available for you to view or download and print yourself on their site, but not yet available for import to tax software.   Most financial institutions do not have data ready for import to tax software until late January or early February.  You can key it in if you cannot import it yet.

5 Replies
Level 15
Jan 13, 2021 5:50:43 PM

It's probably too early and not ready yet.  Which bank?  I know Bank of America says January 15.  

Level 2
Jan 13, 2021 5:55:03 PM

The bank is American Express, I received an email yesterday stating my 1099 is available (and it is indeed available).

Level 15
Jan 13, 2021 5:59:31 PM

Sometimes it is available for you to view or download and print yourself on their site, but not yet available for import to tax software.   Most financial institutions do not have data ready for import to tax software until late January or early February.  You can key it in if you cannot import it yet.

Level 15
Jan 13, 2021 6:00:06 PM

I don't see that one in the list.  Maybe it means you can download the pdf copy of it before you get it in the mail.

 

Partner list you can import from

https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/

 

It is just as fast and easy to manually enter it.  When you enter a 1099 the first screen is How to Enter, by Import or Enter it Myself. Scroll down and click the last circle to enter it myself.

Level 15
Jan 14, 2021 7:59:38 AM

I looked up American Express in my program.  Looks like it should be ready tomorrow Jan 15