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July 7, 2020
Question

The 1099 import is not working. It never asked for my financial institution or my logon information

  • July 7, 2020
  • 1 reply
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1 reply

July 10, 2020

You should be able to enter the information in the federal interview section. 

  1. Select Income & Expenses 
  2. Scroll down through all income until you see Investment income 
  3. Select Stocks, Mutual Funds, Bonds, Other 
  4. Select Add more sales 
  5. Answer the questions on each screen until you see Let's get your tax info 
  6. Type in your brokerage and you will see the import screen

See the following link for additional support from TurboTax.

How do Import my 1099

 

I have attached a link to those who have partnered with TurboTax and provide the option to import your information.

TurboTax Import Partners 

 

If your company is not listed, then you will not be able to utilize the import feature. 

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