If you need to import your Happen Bank tax forms to TurboTax*, simply follow this step-by-step guide.
Getting started
Before you can import your Happen Bank 1099s into TurboTax, you’ll need your:
Happen Bank account number
Happen Bank username (the email address associated with your account)
Social Security number
Import a Form 1099-B
To import a Form 1099-B from Happen Bank to TurboTax:
Sign into TurboTax.
Under Federal Taxes, select Wages & Income.
Click I’ll Choose What I Work On.
In Investment Income under Stocks, Mutual Funds, Bonds, Other, click Start.
When TurboTax prompts, “Did you sell any investment in [the current tax year]?,” click Yes.
When TurboTax asks if you received a 1099-B, click Yes.A search window appears.
Search for and select Happen Bank, then click Continue.
In the appropriate fields, enter:
Your Social Security number
Your Happen Bank account number
The email address you use for your Happen account as your username
Click Continue.
Select the 1099-B you want to import, then click OK.
Import a Form 1099-OID
To import a Form 1099-OID from Happen Bank to TurboTax:
Sign into TurboTax.
Under Federal Taxes, select Wages & Income.
Under Interest and Dividends, click Show More.
Under 1099-OID, Foreign Accounts, click Start.
Select the box next to Form 1099 OID, then click Continue.
When TurboTax asks if you received a 1099-OID, click Yes.A search window appears.
Search for and select Happen Bank, then click Continue.
In the appropriate fields, enter:
Your Social Security number
Your Happen Bank account number
The email address you use for your Happen account as your username
Click Continue.
Select the 1099-OID you want to import, then click OK.
Multiple accounts or transactions
If you have multiple Happen Bank investment accounts, you’ll need to repeat this process for each account.
TurboTax online currently supports up to 1,500 reportable transaction line items on a single Form 1099. If you have more than 1,500 reportable transaction line items on your 1099-B, you'll need to use the desktop version of TurboTax (available to download or on CD), which supports up to 2,500 transactions. Your system configuration (processor type, speed, and memory) may determine the number of transactions you can import without affecting system performance.
* Happen Bank is not affiliated with Intuit or TurboTax and does not approve, endorse, or recommend TurboTax. Happen Bank does not guarantee the accuracy, timeliness, completeness or usefulness of the TurboTax or Intuit websites or products. Happen Bank is not responsible or liable for any content, advertising, products, or other materials on or available from the TurboTax or Intuit websites or products and is not liable for losses resulting from their use. Happen Bank does not provide tax advice, and the information presented here is not intended to be tax advice. You should consult your tax advisor if you have any questions or need additional information.
