Need 1099-INT form

[Jerry Mercer]

interest on life insurance 

[bluedeb · Accepted solution]

Do you need to enter a 1099-INT form?  If you do, see the following:

Form 1099-INT reports interest from banks, brokerages, and other financial institutions. Here's how to enter a 1099-INT:

1. Sign in to your TurboTax account and open or continue your return
2. Select Federal from the menu, then Wages & Income
3. Locate the section titled Investments & Savings and select Show More, then select Start or Revisit next to Interest on 1099-INT
4. Select Yes on the screen Did you receive any investment income? then Continue
   • If you see the screen Your investments & savings or Here's your 1099-INT info, select Add investments or Add another 1099-INT, then Continue
5. On the next screen, select how you want to enter your Form 1099-INT:
   • If you want to import your form, search for your brokerage or financial institution. Sign in to your online account and select Get my form
   • If you want to upload a copy of your form or manually enter the info, select Enter a different way, and follow the instructions to enter your 1099-INT
6. On the screen Do any of these uncommon situations apply? check the boxes according to your situation and Continue

[PattiF]

Although you didn't get a 1099-INT, you can report the interest from life insurance in the 1099-INT section. Choose your TurboTax product for instructions to enter the interest.

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