It't November of 2023 and I'm working on my 2022 tax return.

[dsgiglio]

I have several stock accounts (Robinhood, Webull & Schwab) and I can't upload my 1099's for 2022 into my 2022 tax return.  When I try to upload I get a message that states this information will be available in February 2024. Any way to get this old information uploaded into my return?

[dsgiglio]

Correction, still working on my 2021 taxes.  Will have the same problem with 2022.

[DoninGA · Accepted solution]

The import of any type of Form 1099 from tax year 2021 is no longer available using TurboTax.  The companies which have partnered with TurboTax to provide financial forms have long since discontinued the ability to import for tax year 2021.

You will have to enter those forms manually on the 2021 tax return.

[NCperson · Accepted solution]

@dsgiglio you only have to manually enter the sub-totals - as long as you are not adjsuting anything, you are not required to enter each trade....

[dsgiglio]

Thank you