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January 20, 2020

Please see Help article for instructions on importing your W-2(s).

 

You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.

 

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

 

You can also jump straight to the section for your specific 1099 form. Here's how:

  1. Sign in to TurboTax and open or continue your return. 
  2. Search for 1099-B and select the Jump to link in the search results.
  3. Follow the screens and you’ll be able to import your form.
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