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Returning Member
posted Jun 5, 2020 12:32:35 PM

Where is Tracking ID # for interest reported on 1099-INT bank statement and stock broker's statement so I can import statements?

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1 Replies
Expert Alumni
Jun 8, 2020 5:11:08 AM

When you are trying to import information directly from a financial institution or brokerage for your interest or dividends and stock sales, each company has different requirements to follow to access the information from them and have it imported into TurboTax. 

 

When you select the financial institution, there will be information on your TurboTax screen telling you what information you will need to provide to initiate the import and where to find it.  The 'tracking number' refers to one specific financial institution's instructions.  The tracking number is probably shown somewhere on the physical paper form that was received from that company.  The specific details will be onscreen for your particular financial institution.

 

 

@greg97