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Level 2
posted Jan 30, 2023 2:36:28 PM

Using turbotax deluxe desktop software, unable to download 1099 from Edward jones account

saying user id/pw is incorrect, However i can sign on to the account in the same computer fine(tried million times)

0 1 315
1 Replies
Level 7
Jan 31, 2023 10:06:47 AM

If your financial institution is a TurboTax 1099 Import Partner, you'll likely be able to import your 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2023. And you will be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2023. If your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not be able to import any of your 1099s until February 15, 2023.