How do I check my 2024 tax return to confirm the Form 1099-INT information using TurboTax Desktop?
Due to an error, some TurboTax customers using import services might have incorrect data in their tax return. This error affected some customers who extracted data to TurboTax from their Forms 1099-INT related to their CD accounts. Please note, when using import services, customers are responsible for verifying the accuracy of the information that is imported–see Terms of Service for details.
If we notified you, we recommend you review your return and, if needed, amend your return as soon as possible.
You are unable to amend your 2024 taxes using TurboTax Online so you’ll need to use TurboTax Desktop to review and make any changes to your return. Your TurboTax Desktop product is on us—follow the steps below to claim your download.
To review the data on your return and determine if an amendment is required, please follow the instructions below:
Download TurboTax Desktop
Locate the Your Tax Returns and Documents section of the Tax Home.
Select Download .tax file.
Under Amend (change) 2024 return select your desktop version (Windows/Mac).
Follow the prompts to add TurboTax Desktop 2024 to your cart for $0.
Enter your billing information and select Continue.
Notate the license code, as you will need to enter it to activate your TurboTax Desktop product.
Select your download version.
Install the desktop software on your device.
When prompted, enter the license code from the order confirmation page to activate your TurboTax Desktop product.
Once you have downloaded TurboTax Desktop, follow the steps below to review your tax return and amend, if necessary.
To review Form(s) 1099-INT:
Open TurboTax.
Select Amend a Filed Return.
Browse your desktop by selecting Find a Tax File. Find and select the .tax2024 file that you would like to amend, then select Open.
Select Continue.
Select Yes, I’ve already filed my return.
Select I need to amend my 2024 return.
Find the Wages & Income section, then select Update.
Select I’ll choose what I work on.
Navigate to the Interest and Dividends section.
Find Interest on 1099-INT and select Update.
Compare what’s in box 1 of a physical or electronic copy of your 1099-INT with what’s in TurboTax.
If there are any discrepancies, select Edit to make changes.
Progress through the rest of the return, answering all applicable questions.
If you received a tax document, but don't see it reported on this summary, you’ll need to add it to your return.
To add new Form(s) 1099-INT:
Select Add investments.
Follow the steps to add the form.
When you complete the interview, your new form will be listed in the summary of your investment income. Make sure your form was added to your investment summary.
After ensuring all Form(s) 1099-INT have been added, continue through your amend process, answering any additional questions.
If you have reviewed the 1099-INT form(s) reported on your return and found no incorrect information, you may leave TurboTax without filing an amended return. The IRS and your state agency will continue to refer to the most recent return you have filed with them. If you have questions, call 844-333-2161 to speak with an expert (5 AM to 9 PM PT, 7 days a week). Mention 2024 1099-INT Incorrect Value so they know what you’re calling about.
