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February 5, 2025
Question

Can I upload a 1099 consolidatde tax statement?

  • February 5, 2025
  • 2 replies
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    2 replies

    DawnC
    Employee
    February 5, 2025

    You can upload a PDF for your 1099-B details in TurboTax Online.   TurboTax will figure out if you need to provide the IRS with a copy of your 1099-B.  If you do need to include this form, you’ll be prompted to upload a PDF copy after you enter your sales section totals in the investments section of TurboTax Online (TurboTax Desktop doesn’t support 1099-B upload).   You can download or request a PDF copy of your 1099-B from your broker’s online account.    From this TurboTax FAQ

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    February 6, 2025

    I know I should be able to upload a 1099-B but my financial services company is providing a 1099 consolidated statement which includes the 1099-INT, 1099-DIV & 1099-B.  How do I upload that?  Thank you.

    February 6, 2025

    You should be able to import the 1099 in the 1099-B section.  Go there and import the pdf from there.

     

    If the 1099-INT and the 1099-DIV don't import then you may have to enter them manually.

     

    @pricekelley24 

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    March 16, 2025

    Hell please