Import from stock company to turbotax (2024)

• TurboTax Premier Online

‎June 3, 201912:59 PM

You can securely import your1099-B,1099-DIV,1099-INT,1099-OID, or1099-Rinto TurboTax, provided your broker or financialinstitution participates in ourTurboTax Partner program.

When you get to the place inTurboTax where we ask if you received that form, answerYesand we'll give you the option to import.

You can also jump straight tothat section by searching for the 1099 form number in TurboTax and thenclicking theJumptolink in the search results.

Tip:When selecting your financial institution orbrokerage from the list, be sure to select the right one. For example, severalparticipating partners' names start withFirst National Bankand if you select the "wrong" First National Bank, youwon't be able to import.

RelatedInformation:

• Which 1099 forms can be imported?
• Which 1099 forms are not available for import?
• When will I be able to import my 1099?

@Jquezwrote:

Is We Bull not a partner for importing 1099s? I keep hearing that it is.

Yes, Webull Financial is a TurboTax import partner.

@Jquezwrote:

any idea why its not listed on intuit's partner page for 1099 imports?

As Previously stated -Yes,Webull Financialis a TurboTax import partner.

@Jquezwrote:

Why isn't WeBull listed on your partner page?

As Previously stated -Yes,Webull Financialis a TurboTax import partner.

@Jquezwrote:

Is We Bull not a partner for importing 1099s? I keep hearing that it is.

Yes, you can securely import your1099-B,1099-DIV,1099-INT,1099-OID, or1099-Rinto TurboTax, provided your broker or financial institution participates in ourTurboTax Partner program.

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