Question

Importing 1099s

Forum|Forum|5 years ago
February 19, 2021
1 reply
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trying to import 1099 directly from financial institution. I am able to use the log in of user name and password. Turbo tax identifies the 1099s to be imported; however, it imports the 1099 but no numbers are imported. The 1099 has information, i.e., name, acct #, SSN, EIN, but no numbers for interest, dividends, etc.

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EbonyA

You may need to check your brokerage to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here: 1099 Import Issues.

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