Turbotax Premier Import issues

[sprajesh]

When I import from TD Ameritrade, 1099 DIV from Etrade (that is already imported) gets deleted. I find that it is still available in the imported list but it is removed from Schedule B. When I try to address that by reimporting from Etrade, 1099 DIV from TD Ameritrade gets deleted from Schedule B. This is happening repeatedly.

Anyone dealing with this problem? Any ideas on what's going on and how to fix this?

[LindaS5247]

You can try deleting your Form(s) 1099-DIV (if you have an incorrect or incomplete one) and re-entering them manually. 

To delete Form 1099-DIV, you can do the following:

1. Open/continue your return
2. Click on "Search" 
3. And in the search bar type"1099-DIV"
4. Select "Jump to 1099-DIV"
5. It'll take you to a screen that shows your Form(s) 1099-DIV that you have entered.
6. Next to the Form 1099-DIV you want to delete, click on the (down-Facing) caret
7. Click on the "garbage can" to delete this form

You can enter your Form(s) 1099-DIV information using the steps below:

1. Open your return
2. In the search Bar enter Form 1099-DIV
3. Select "Jump to 1099-DIV"
4. It will ask, "Did you have investment income in 2024?" Select "Yes"
5. Select "Continue"
6. Select "Skip Import"
7. You will Select your investment type which is "Dividend"
8. You will "Continue"
9. Then you will see the screen "Let's get the info from your 1099-DIV"
10. You will type in the information from your Form 1099-DIV on that page

Click here for How Do I View and Delete Forms in TurboTax Online

Click here for "How to Delete Forms in TurboTax Desktop.

Click here for "Where Do I Enter Form 1099-DIV in TurboTax Online?"

[sprajesh]

Instead of importing from broker without deleting the previous import, I deleted the imported information and re-imported them. This seemed to work and the forms were not getting deleted.