Downloading data from a financial institution

Once you start your return, you can import data for different types of income. TurboTax will provide on-screen instructions in the interview section for the type of income.

If your financial institution is a TurboTax 1099 Import Partner, you would likely have been able to import your 2024 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2025, and likely have been able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2025. Make sure you choose the correct import partner from the list.

Please note: TurboTax contains data import limitations. If there are more than 500 1099-B transactions per return, we recommend utilizing the desktop version of the application. This will allow you to import up to 2,200 transactions from your 1099-B. If the total number of transactions in your 1099-B exceeds 2,200, TurboTax’s import function may not work. See also this TurboTax help article for more information.

Please see this TurboTax help article for more information on how to address issues with importing.