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E
EDantes
Level 2
February 16, 2025
Question

Interactive Brokers 1099 download

  • February 16, 2025
  • 1 reply
  • 6 views

Has anyone succeeded in getting a direct 1099-B download from Interactive Brokers.

I am fairly sure I have to begin with IB's Reports/Configure Third-Party Services menu, but I didn't succeed using a generated token for either TurboTax or Quicken Direct Connect. Lacerte is not one of the options. (Yodlee is, if it helps.)

Interactive Brokers is one of the options that Lacerte auto-finds when you ask to do a Client Import. So it should be possible.

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    1 reply

    E
    EDantesAuthor
    Level 2
    February 19, 2025

    To answer my own question, proceed as if it is TurboTax, and it will work.

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