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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Securities offered through PKS, Member FINRA/SIPC. Headquartered at 80 State St, Albany NY 12207. Bickling Financial Services, Inc and PKS are not affiliated entities.

Investment Advice offered through Bickling Financial Services, Inc., a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Bickling Financial Services are not affiliated companies.