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elashay
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Where to find place to enter Turbo tax partner program to upload financial information

 
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1 Reply
PaulaM
Expert Alumni

Where to find place to enter Turbo tax partner program to upload financial information

To import your 1099, navigate to the section for the type of 1099:

  • In your open return, select My Account
  • Tools
  • Topic Search
  • Type '1099-INT (or 1099-DIV, 1099-B)' in the box, then select GO

Choose your bank or brokerage, then sign into your account to begin the import. Repeat steps if your brokerage form has more than one type of 1099.

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