How do I import my 1099s?

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

If your financial institution isn't a preferred partner, you can upload the forms from your computer or type it in yourself. You can import up to 1,500 transactions from your financial institution in TurboTax Online.

Tip: Be sure to select the correct financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import.