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Level 1
posted Apr 11, 2025 1:01:38 PM

Up-to-Date List of Financial Firms for 1099 Downloads?

Just wondering if there is an up-to-date list of financial/brokerage firms that participate in being able to download 1099 Composite info directly into TurboTax.

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1 Best answer
Expert Alumni
Apr 12, 2025 7:23:26 AM

Here is an updated partner list:

 

2 Replies
Expert Alumni
Apr 12, 2025 7:23:26 AM

Here is an updated partner list:

 

Level 1
Apr 12, 2025 7:28:47 AM

Thanks, Brittany! Exactly what I was looking for! For reasons I won't go into, I used a competitor's tax prep software for 2024 taxes and for one of the more obscure brokerage accounts we have I had to enter all 1099 Composite info manually. Never again! I see that firm is on your partner list, so next tax season it's back to TurboTax for me!!