Problem Turbotax 'importing' 1098

problem turbotax "importing" 1098

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Answer #1: Posted by khanjee on February 11th, 2023 11:22 PM

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khanjee

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You can use TurboTax Premier or TurboTax Premier Live to automatically import your transaction history directly into their software. Remember to use this link so you can claim a $15 discount on your federal tax filing.

If you have a tax refund coming your way, you can set it up to go directly into your Robinhood spending account.

Robinhood Markets Consolidated Form 1099

For the 2022 tax year, your Consolidated 1099s for Robinhood Securities, Robinhood Crypto, and Robinhood Money will be combined into a single PDF from Robinhood Markets, Inc.

This combined PDF includes all the forms you need, where applicable, if you had a reportable event
If you don't have a reportable event, you won't receive a Form 1099
Certain tax forms aren't included in this PDF, such as Form 1099-R (Robinhood Retirement) and Form 1042-S, which will be provided separately, if applicable

When filing your taxes with your Consolidated 1099, make sure to:

Select Robinhood Markets as the financial institution's name
Enter your master account number and document ID accurately

Your master account number is a 9 digit number at the top right of the cover page of your consolidated 1099 PDF.
Your document ID is an 11 digit alphanumeric ID found at top right of the cover page of your consolidated 1099 PDF. Enter this ID without the spaces.

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