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ckrtt
New Member

Turbotax downloaded forms directly from my brokerage. It says two of them might be duplicates. How do I see what Turbotax downloaded?

 
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1 Reply
JotikaT2
Employee Tax Expert

Turbotax downloaded forms directly from my brokerage. It says two of them might be duplicates. How do I see what Turbotax downloaded?

You have 2 options.

 

Depending upon the type of investment that is imported (interest income, dividend income, stock sales), you can navigate back to the input section as applicable and review the entries there. See these links for guidance on how to reach each of these sections:

 

Where do I enter Form 1099-INT?

 

Where do I enter my 1099-DIV in TurboTax Online?

 

Where do I enter or import a 1099-B?

 

You also have the option of previewing your forms by following the instructions in this link.  Compare the amounts reported on either Schedule B (for interest and dividend income) or Schedule D (for investment sales) based upon the type of transactions on your 1099 forms that you need to review.

 

 

 

 

 

 

 

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