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why is turbotax not recognizing my dividends and capital gain distributions after dowloading from investment account

 
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DawnC
Employee Tax Expert

why is turbotax not recognizing my dividends and capital gain distributions after dowloading from investment account

If your broker or financial institution is on our list of TurboTax Import Partners, you can securely import the following forms into TurboTax:

 

1099-B

1099-DIV

1099-INT

1099-OID 

1099-R

 

Go to the investment Income section and check the summary page.   If the import was successful, you should see your form.   But if there was an error import, you can try the import again, see tips below.    You may need to enter the form manually if you are unable to import it successfully.     How do I import my 1099s?

 

What if I can't import my 1099?

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