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April 11, 2025
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Up-to-Date List of Financial Firms for 1099 Downloads?

  • April 11, 2025
  • 1 reply
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Just wondering if there is an up-to-date list of financial/brokerage firms that participate in being able to download 1099 Composite info directly into TurboTax.

    Best answer by BrittanyS

    Here is an updated partner list:

     

    1 reply

    BrittanySAnswer
    April 12, 2025

    Here is an updated partner list:

     

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    April 12, 2025

    Thanks, Brittany! Exactly what I was looking for! For reasons I won't go into, I used a competitor's tax prep software for 2024 taxes and for one of the more obscure brokerage accounts we have I had to enter all 1099 Composite info manually. Never again! I see that firm is on your partner list, so next tax season it's back to TurboTax for me!!