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birdylo
Returning Member

Turbotax says my investment 1099s aren't available to import yet, but they are online and the co. says they are available. What now?

 
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4 Replies
CatinaT1
Expert Alumni

Turbotax says my investment 1099s aren't available to import yet, but they are online and the co. says they are available. What now?

You may need to enter yourself.  The investment company has to release them to TurboTax for import.

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birdylo
Returning Member

Turbotax says my investment 1099s aren't available to import yet, but they are online and the co. says they are available. What now?

I called the company, Cetera Investments, and they told me that they have been released for upload to Turbotax and there will not be an update or different version added on March 1.  Entering all of this info on Schedule D and multiple pages of Form 8949 takes forever and Cetera is one of the investment partners listed.  Is there any other way?

Turbotax says my investment 1099s aren't available to import yet, but they are online and the co. says they are available. What now?

For Cetera Investment Services, they ARE listed as one of TT's Financial Institutions from whom we can download investment 1099 info.  Prior to 3/1, the message said that on 3/1 1099-DIV, Int, 1099-b would all be available on 3/1.

Now I get a message "1099 forms not yet available for tax year"

Same message since 3/1. I know they have the paper version done, but who wants to manually enter that??

Katina S
Intuit Alumni

Turbotax says my investment 1099s aren't available to import yet, but they are online and the co. says they are available. What now?

Have you checked out our FAQ on how you can enter a large number of transactions into Turbo Tax, since your 1099-DIV is saying it is not available?

 

@David2233

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