Which 1099 forms can be imported? (2024)

FAQs

Which 1099 form Cannot be imported into TurboTax? ›

These 1099 forms can't be imported: 1099-A Acquisition/Abandonment of Property. 1099-C Cancelation of Debt. 1099-G Government and Unemployment payments.

For this tax year, you can import your Consolidated Form 1099 into common online tax providers, such as TurboTax and H&R Block.

You can get hold of a 1099-NEC form from the IRS website or use online platforms that provide fillable tax form templates. Filing information returns electronically is a great way for businesses to report non employee compensation to the IRS quickly and efficiently.

IRA Distributions (1099-R)

If you took a distribution from a National Financial Services retirement account (such as a traditional or Roth IRA), you may be able to import your 1099-R information directly into TurboTax®.

You can import up to 1,500 transactions from your financial institution in TurboTax Online. Follow these instructions to see how to take a picture of your 1099-MISC in the mobile app.

Two of the most common 1099s are the 1099-NEC and 1099-MISC. These forms are typically issued to independent contractors or freelancers to report their wages without taxes withheld, like Medicare and Social Security, to the IRS.

One of the most popular 1099 forms is the 1099-NEC for Nonemployee Compensation payments. If you're an independent contractor or freelancer, you may receive a Form 1099-NEC documenting payments made to you throughout the year from a particular payer.

Form 1099-MISC is for reporting payments like rent or prizes that are not subject to self-employment tax, while Form 1099-NEC is for reporting nonemployee compensation that is most likely subject to self-employment tax.

Import Tax Information to H&R Block

The tax information you can import includes information from your W-2, 1099 forms, and other financial information like: Employer information from your Forms W-2.

How do I import a 1099-MISC? ›

To find the template in Tax1099.com, go to Import > Excel Spreadsheet. The next step is to click on the 1099MISC form type. Once you select the form type, 1099MISC, you will see the upload page. On this page, there will be a link for Excel and CSV.

New to the TaxSlayer program is the ability to upload your 1099-B as a . CSV file into your return if you purchase the TaxSlayer Classic, Premium, or Self-Employed package! You will need to download our CSV file and make some adjustments to upload your transactions. This feature is not available in the Free Edition.

According to Blue Summit Supplies, “you can handwrite a 1099 or W2.” But processing errors can occur due to illegible or inaccurate documents. Many small business owners prefer to send 1099s through email or an online service. The IRS has several requirements for furnishing Form 1099 electronically.

You can easily download blank 1099 forms from the IRS website. You can also order physical copies from the IRS itself. Here's the IRS page for ordering tax forms online.

Yes. You can use Free File Fillable Forms to e-file your federal return. This means you are filing your return electronically over the Internet.

To enter your Form 1099-NEC in TurboTax: Sign in and open or continue your return. Search for 1099-NEC and select the Jump to link. Answer the questions and continue through to enter the information from your form.

1099-NEC Snap and Autofill: Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed).

TurboTax Desktop for Windows will transfer last year's tax data file (. tax2022 file) or PDF from the 2022 version of TurboTax Desktop or Online. It even transfers PDFs created in TaxACT or H&R Block tax prep software.