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2018/2019 Turbo Tax Guide

2018/2019 Turbo Tax Guide

If you use TurboTax®, you will be able to import the below information shown on your original or corrected 1099 Tax Information Statement directly into the software.

Specific statement information available for download includes:

  • 1099-DIV: Dividends and Distributions
  • 1099-INT: Interest Income1099-MISC:Miscellaneous Income, except for Line 3 (Other income)
  • 1099-B: Proceeds from Broker and Barter Exchange Transactions
  • 1099-OID: Original Issue Discount

1099-specific statement information NOT available for download includes:

  • 1099-Q
  • 5498-IRA
  • 5498-ESA

You will need to have an active Account View profile to upload your tax data into TurboTax®. Forms will be available for download once all of the forms for your account(s) are available. We recommend you wait to download your tax statements until you have received all tax statements in the mail to compare the data and ensure the TurboTax® download is complete and accurate.

For technical questions, please contact Intuit TurboTax® or visit http://turbotax.intuit.com/support/

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The content is developed from sources believed to the providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionala for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on atopic that may be of interest. Advisor Launchpad is not affiliated with the name representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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