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michaelbarry
Returning Member

PNC Wealth Management not showing in list for importing 1099 for Turbotax Desktop version

Is there a fix for this or will the bank be added to turbotax in the next few days.

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6 Replies

PNC Wealth Management not showing in list for importing 1099 for Turbotax Desktop version

I have same question. PNC Wealth is listed on Intuit official Partner list, but is not available in the Desktop version for import. Please fix.

DianeW777
Employee Tax Expert

PNC Wealth Management not showing in list for importing 1099 for Turbotax Desktop version

The best advice is to manually enter your information for the investment income from PNC since they are not on the import list. 

 

The following links will be helpful to find the correct entry you may need. They are the most common and if you don't see yours, please update and we will help.

1099-DIV:Search > Type 1099div > Click the Jump to... link > Continue

On the screen Let's import your tax info, select Enter a Different Way, select 1099-DIV, then Continue.

Select Type it in Myself.

On the next screen, enter the info for the Payer's information box and box 1a, Total Ordinary Dividends, then Continue.

Select appropriate answer for Do these uncommon situations apply? and select Continue.

 

If you follow the steps in TurboTax you should be able to add your 1099-B(s).

Open your return in TurboTax Desktop:

  1. Select Personal Income > Scroll to Investment Income > Select Stocks Cryptocurrency, Mutual Funds, Bonds, Other
  2. Start or Update > Continue to follow the prompts to enter your 1099-B details

The sale of any investment is required to be included with your tax return, gain or loss.  Information from the link below may be helpful

@michaelbarry 

@user17731027067 

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PNC Wealth Management not showing in list for importing 1099 for Turbotax Desktop version

The question is whether Intuit is going to add PNC to the download list.  My 1099B transactions run 20+ pages.  The ability to download is the main reason I spend money on TurboTax.  If they are no longer supporting PNC I lose the benefit of Turbo Tax.

michaelbarry
Returning Member

PNC Wealth Management not showing in list for importing 1099 for Turbotax Desktop version

The problem is not Turbotax but PNC.  They expect to have a fix for this in a few months, but not sure if it will work with turbotax this year, but PNC is confident it will be working ok again for next year.  PNC made a change to the backend they are using and they don't integrate with turbotax at this moment.

michaelbarry
Returning Member

PNC Wealth Management not showing in list for importing 1099 for Turbotax Desktop version

Here is the solution:

1.  Have PNC bank send you your transactions as an excel spreadsheet, which they can do.

2.  Use excel and save the excel spreadsheet as a .csv file

3.  Go to the website easytxf.com and upload the csv file and the program will create a txf file

4.  Import the txf file into turbotax and you will have all your transactions.

michaelbarry
Returning Member

PNC Wealth Management not showing in list for importing 1099 for Turbotax Desktop version

Here is the solution:

1.  Have PNC bank send you your transactions as an excel spreadsheet, which they can do.

2.  Use excel and save the excel spreadsheet as a .csv file

3.  Go to the website easytxf.com and upload the csv file and the program will create a txf file

4.  Import the txf file into turbotax and you will have all your transactions.

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