I uploaded my PDF documents, including 1099s, and they are available under Documents in my web login. But, in going through the filing online, it is asking me to upload

Forum|Forum|1 year ago
February 6, 2025
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Wow, these solutions found are completely irrelevant. How do I connect to online help?

Best answer by SteamTrain

So, I went ahead and told it that I wanted to upload during the Wages & Income section and uploaded a 1099R that I had previously uploaded. It processed the upload and went through asking me the questions about the document.

So, then, the question is, what's the point of uploading ALL of my documents, which are now sitting in the Documents area, if it's going to ignore them and asked me to upload them again, one at a time, in order to ingest them into Income?

You can take this as a rhetorical question and ignore me. This is a matter for TurboTax developers to address.

That "Documents" section (in the left-side menu) is only a storage location for any tax documents of any kind you might have and want to store online....but of course, you have to keep using TTX to maintain access to them,,..,not sure how long they keep if you don't come back for a few years.

For entering your actual tax data, you have to go thru the actual interview to either, 1) enter the data manually, or 2) "upload" from your PDFs (or pictures), or 3) "Import" the data from the financial institution (and the "imports" are specially formatted and are not available as soon as the imports.

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Personally, I don't trust the PDF uploads...having seen issues over the past couple years, where some $$ get into the wrong boxes...like state wages ending up in the state taxes withheld box, and indicating a huge refund.

You can enter the data manually though....you just have to carefully go thru the interview...ignoring the financial import page...."Enter another way"...then on the page that offers you to upload the PDF file, there is a text down at the bottom to hit instead, that says "Type it in Myself".

xmasbaby0

Employee

You do not mention the specific kind (s) of 1099's ---there are nearly two dozen kinds. Some must be keyed in by hand. Some can be imported from financial institutions that are partnered with TT to allow that. Uploading pdf's is not always going to put your information into your tax return.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

lsitongiaAuthor

Thank you for your reply.

For example, 1099Rs. I uploaded them, they were correctly recognized, and are sitting in the Document area in my website login. I've used H&R Block for the last years, so I'm used to it being able to ingest PDFs and fill in forms automatically. (H&R Block fails to recognize my account this year and will not validate it with the last 4 digits of SSN - big fail for H&R Block.)

xmasbaby0

Employee

Did you try importing them?

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February. So if you are wanting to enter it sooner, you have to key it in by hand. Or….wait until it is available for import.

If you want to enter it manually, click the option that says “I’ll type it in myself”

And....if you have a SSA1099 for Social Security --- you have to key it in by hand.

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.