How do I check my 2024 tax return for duplicate Forms 1099 and 1098 using TurboTax Desktop?
Due to an error, some TurboTax customers using import services to extract data from their Forms 1099 and 1098 to TurboTax might have incorrect data in their tax return. Please note, when using import services, the customer is 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:
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.
Review the Interest and Dividends section to see which 1099s appear on the return (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto). Select Update for any income item you suspect could be a duplicate.
Compare a physical or electronic copy of your 1099 form(s) with what’s in TurboTax.
If there are any discrepancies, select Edit to make changes. If you found a duplicate form, select the trash icon to delete the duplicate form.
Select Continue to return to the Income Landing Table.
To review Form(s) 1098:
If you have a Form 1098, find the Deductions and Credits section and select Update.
Select Mortgage interest, refinancing, and points.
Review the Form(s) 1098 reported on your return and make sure there are no duplicates.
Review your interest paid for each Form 1098. Keep in mind it is possible to have two 1098 forms for the same property if you refinanced or your mortgage was sold to another lender.
Progress through the rest of the return, answering all applicable questions.
Pay special attention to whether the changes made to your return require an additional payment to the IRS or state agency. TurboTax will inform you if any additional tax payment is required.
If you have reviewed the 1099 and 1098 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 Duplicate Forms so they know what you’re calling about.
