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It's fairly straightforward. Instead of sending you individual 1099-series documents, your financial institution or other payer has simply combined multiple forms into one document, and you'll need to input each type of income individually.
In TurboTax Online,
Alternately, you can enter (for instance) 1099-int in the Search box, then click Jump to 1099-int to take you directly to that income type. Repeat for each income type on the composite -- for example, 1099-div, 1099-b, etc.
your instructions dont work or are coming up as stated
Normally a combined 1099 packet from your investment company will have sections for 1099-INT(Interest), 1099-DIV(Dividends), and 1099B(Capital Gains/Loss). The line numbers on the combined 1099 sections should correlate to the 1099 boxes in TurboTax. So in the Search box at the top of the screen, type in each of the form types one at a time then you will see a "Jump To" function that will take you to that form to add and complete. I would suggest typing it yourself but you do have the option to import your information from your investment firm.
Now if you are using TurboTax Desktop, you will need to go to the Personal Income section and enter the information for the 1099-INT and 1099-Div under the Interest and Dividends sub section then the Investment Income section for the 1099-B. You will need to add the form then have the option to import from your investment firm or typing it yourself.
Amazing that everything else can be automated but submitting this information is so painful. Makes me look at your competitors.
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