TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Question

Is there a method to import my 1099 tax forms from a PDF file?

Forum|Forum|1 year ago
February 14, 2025
1 reply
0 views

My import from Schwab is partially working. I have 2 accounts, but only one account's 1099 is imported into TT. I have the PDF file for the other account. Is there a method to import a PDF file into TT?

If you have a 1099-B that didn't import, you can save it as a PDF file and import it, if you're using TurboTax Online. If this applies, in the 1099-B entry section, choose Sales Section Totals, and Continue to a screen asking you to attach your PDF.

If you're using TurboTax Desktop, here's How to Enter a Summary in Lieu of Individual Transactions.

If your 1099 is INT or DIV, you can enter the totals from the same bank as one line item in those sections.

Here's some info on importing multiple accounts from same brokerage that may help you.

Imnotsure2Author

Thanks for the reply!

Too bad that TT desktop cannot import PDF files.

I'll use the manual method you recommended (enter summary).

Thanks again for the quick response!