Question

Can I automatically import my tax forms from my financial institution?

Forum|Forum|2 years ago
February 4, 2024
2 replies
0 views

I have already entered other forms, but now I need to import my tax forms from my financial institution. How can I do this?

TurboTax Deluxe Online

M

mesquitebean

Employee

@ sandyspeck wrote:
Can I automatically import my tax forms from my financial institution?
I have already entered other forms, but now I need to import my tax forms from my financial institution. How can I do this?

Possibly, if the financial institution is an import partner with TurboTax, and if the institution has the forms ready for importing. What kind of forms? 1099-INT, 1099-DIV, 1099-B, etc. Many brokerages won't have 1099-B available until later this month.

It also depends on the product edition you use. Online Deluxe (which you appear to be using) cannot handle 1099-B, capital gains and losses from sales of stocks, bonds, etc.

R

RIMom1

Thank for the info. I have Turbotax Premier and was able to import the information on interest, dividends, etc. directly from my financial institution. Where in turbotax can I choose that this year? I was taken directly to a page to enter the info myself. I don't see where I can request that it be imported.