Broker accounts
FredC
Member Posts: 1 Newcomer
How do I download interest, dividend and investment information directly from my broker?
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Best Answer
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I do not believe you can do a direct download of you 1099's into FTU.
They do have a Beta that will allow you to import your 1099 PDF.
I have not tried it yet. My 1099's will not be ready for another 2 weeks.
See the following
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Comments
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Hello FredC,
JLFTUFreeForum is correct that we do not have a way to directly upload information straight from your broker, but we do have the ability to upload a pdf of your 1099 forms. Consolidated 1099s are some of the newer forms we have been working on and it is in Beta right now.
It should take your consolidated 1099 and look for 1099-MISCs, 1099-Bs, 1099-INTs, and 1099-DIVs and enter them for you into our software.0
