Broker accounts

FredC
FredC Member Posts: 1 Newcomer
in After you file

How do I download interest, dividend and investment information directly from my broker?

Best Answer

Comments

  • kiarab
    kiarab FreeTaxUSA Agent Posts: 263 image
    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.
  • greggers
    greggers Member Posts: 4 Newcomer
    https://community.freetaxusa.com/discussion/comment/6584#Comment_6584

    Hi! New here. What is the size limit for my 1099 PDF upload?

  • Taylor
    Taylor FreeTaxUSA Agent Posts: 71 image
    Hi greggers,

    Welcome! For the Consolidated 1099 as well as the 1099-B, files must be smaller than 30 MB and a PDF, JPG, JPEG, or PNG.
  • greggers
    greggers Member Posts: 4 Newcomer
    edited March 11

    Thank you for your prompt reply! This is a very acceptable limit. Thanks again …

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