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February 17, 2025
Question

Missing details in Turbotax after importing from a financial institution

  • February 17, 2025
  • 1 reply
  • 0 views

I downloaded a 1099 from a financial institution when it became available about 2 weeks ago.  The same financial institution finished up with a different1099 and I download it, making sure to not download the document I had from 2 weeks ago.  The document I downloaded from 2 weeks ago did NOT show up as part of my taxes when I went to look through all my 1099-DIV and 1099-INT documents, while the more recent one did.  It seems there is a bug in this year's Turbotax.

    1 reply

    February 24, 2025

    It's possible that some of the forms were not finalized when you initially tried to import your information.  Please see this link for more details on which forms are available based upon your specific situation.

     

     

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