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Importing from Financial Institutions (Forms W-2, 1099, 1098)

Updated: 2/16/2009
Article ID: 1714

Save time and reduce entry errors by importing information from financial institutions, such as your brokerage firm or payroll provider.

To do this, your financial institution must be one of our participating institutions and you'll need to have an online account with them. (See also Importing into TurboTax.)

Note: You cannot import Employee Stock Purchase Plan (ESPP) at this time.

 

What information from my financial institution can I import into TurboTax?

  • Form W-2 (Wages and Tax Statement)
  • Form 1099-B (Proceeds from Broker and Barter Exchange)
  • Form 1099-DIV (Dividend Income)
  • Form 1099-INT (Interest Income)
  • Form 1099- MISC (Miscellaneous Income)
  • Form 1099-OID (Original Issue Discount)
  • Form 1099-R (Retirement Plan Distributions)

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How do I import my data (TurboTax Desktop)?

If you are using TurboTax Desktop (Windows or Mac), here's how to import data from participating financial institutions:

  1. Go to the File menu, select Import, and then select From Financial Partner.
  2. In the Choose a Program To Import From screen, select your financial institution from the list, then select the  Continue button.
  3. Enter your login information for your financial institution and then select Continue.
  4. Follow the on-screen instructions to import your financial data into TurboTax.

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Financial Institution Errors

If you're trying to retrieve information from your financial institution, and you receive an error that includes your financial institution's name and phone number, please contact your financial institution for help. This is not a TurboTax issue.

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