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March 11, 2023
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Importing brokerage statements

  • March 11, 2023
  • 1 reply
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I imported a brokerage 1099 statement into TurboTax. When the import was completed, I got a message saying, "Success!  We got your tax data.  You can now return to TurboTax.  However, when I return to TurboTax, I don't see any of the tax data from my 1099 import.  Is there another step I need to take to get the 1099 data into TurboTax from the import?

    Best answer by MoniqueLO_

    Please see How do I import my 1099s? for instructions. 

     

    If you are still unable to see any of your tax data from the 1099 import, please see What if I can't import my 1099? and be sure to review the Troubleshooting section for instructions. 

     

    If you need additional assistance, please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you. 

    @MAC18 
     

    1 reply

    March 11, 2023

    Please see How do I import my 1099s? for instructions. 

     

    If you are still unable to see any of your tax data from the 1099 import, please see What if I can't import my 1099? and be sure to review the Troubleshooting section for instructions. 

     

    If you need additional assistance, please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you. 

    @MAC18