turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Turbotax desktop - unable to add 1099-INT

I am trying to add 1099-INT, I press the button "add interest income", program walks me through the steps the steps but at the end there are no new entries in that list

 

please help!

 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
JamesG1
Expert Alumni

Turbotax desktop - unable to add 1099-INT

Follow these steps.  Post if you are seeing something different.

 

In TurboTax Desktop Premier, enter an IRS form 1099-INT by following these steps:

 

  • Across the top of the screen, click on Federal Taxes.
  • Across the top of the screen, click on Wages & Income.
  • Select I'll choose what I work on.
  • Scroll down to Interest and Dividends.
  • Click Start / Update to the right of Interest on 1099-INT.
  • At the screen Did you receive any interest income, Click Yes.
  • Select Import from my bank or brokerageContinue.
  • At the screen Search for your financial institution, enter the bank or broker.  Continue.
  • Continue.
  • At We'll open a tab, select OK.
  • At the screen Let's import your tax info, select Get my form.
  • At Connect Your Accounts, enter User ID and Password.  Select Log in.
  • Your broker may require you to confirm your identity.
  • Connect Accounts.
  • The screen says Connection complete!  Success we got your tax data.  You can now return to TurboTax.
  • At the screen These documents are now ready for import, uncheck any items that you do not want included in your return.  Select Import now.
  • You will see a screen such as below.  Other bank or broker statements may look different.

 

 

Or follow these steps:

 

  • Across the top of the screen, click on Federal Taxes.
  • Across the top of the screen, click on Wages & Income.
  • Select I'll choose what I work on.
  • Scroll down to Interest and Dividends.
  • Click Start / Update to the right of Interest on 1099-INT.
  • At the screen Did you receive any interest income, Click Yes.
  • Select I'll type it in myselfContinue.
  • At the screen Let's get your 1099-INT or brokerage statement details, enter information.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
JamesG1
Expert Alumni

Turbotax desktop - unable to add 1099-INT

Follow these steps.  Post if you are seeing something different.

 

In TurboTax Desktop Premier, enter an IRS form 1099-INT by following these steps:

 

  • Across the top of the screen, click on Federal Taxes.
  • Across the top of the screen, click on Wages & Income.
  • Select I'll choose what I work on.
  • Scroll down to Interest and Dividends.
  • Click Start / Update to the right of Interest on 1099-INT.
  • At the screen Did you receive any interest income, Click Yes.
  • Select Import from my bank or brokerageContinue.
  • At the screen Search for your financial institution, enter the bank or broker.  Continue.
  • Continue.
  • At We'll open a tab, select OK.
  • At the screen Let's import your tax info, select Get my form.
  • At Connect Your Accounts, enter User ID and Password.  Select Log in.
  • Your broker may require you to confirm your identity.
  • Connect Accounts.
  • The screen says Connection complete!  Success we got your tax data.  You can now return to TurboTax.
  • At the screen These documents are now ready for import, uncheck any items that you do not want included in your return.  Select Import now.
  • You will see a screen such as below.  Other bank or broker statements may look different.

 

 

Or follow these steps:

 

  • Across the top of the screen, click on Federal Taxes.
  • Across the top of the screen, click on Wages & Income.
  • Select I'll choose what I work on.
  • Scroll down to Interest and Dividends.
  • Click Start / Update to the right of Interest on 1099-INT.
  • At the screen Did you receive any interest income, Click Yes.
  • Select I'll type it in myselfContinue.
  • At the screen Let's get your 1099-INT or brokerage statement details, enter information.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question