Multiple accounts export one line into TurboTax for 1099

MACMONEY
MACMONEY Quicken Mac Subscription Member ✭✭
edited February 2024 in Reports (Mac)

I have 3 accounts and get one 1099. I need accounts separate to import data . But for tax export would like consolidate. Have not found a way to do. So. Normally after I import into TurboTax I manually consolidate which defeats part of automation. Is there a better solution?

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Comments

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    Why does it matter if you have three lines in TurboTax, as long as you can verify from your 1099 that the values are correct?

    Quicken Mac Subscription • Quicken user since 1993
  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭

    Doesn't the interest in all 3 accounts go to the same interest category? I made separate interest categories for each bank so I can get the total per bank to match the 1099s.

    I'm staying on Quicken 2013 Premier for Windows.

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