How to Use QR 1099 iPhone App

If you are a user of TurboTax and receive Form 1099 with QR codes, use the QR 1099 iPhone app to easily import your 1099 data into the TurboTax program. Here are the steps:

  1. Place your Form 1099 on a flat surface.
  2. Start the iPhone app and press the "Scan" button.
  3. Position the iPhone camera lens about 3 - 4 inches from the paper. If possible, position your iPhone and light source so that the iPhone does not cast a shadow on the QR code being scanned.
  4. Wait for the app to focus on the QR code image. Once it does, the app will snap a picture of the QR code.
  5. On the next screen, select the "Submit" button.
  6. Within a few seconds you will receive codes for use in importing your data to TurboTax.

How to Import from Server : Steps

Using the codes you received from the iPhone app, you can import your 1099 data into either the online or desktop versions of TurboTax.

Here are the steps:

  1. Go to the Federal Taxes | Wages & Income | Your 201x Income Summary screen and click on the "View" button in Income Summary section.
  2. Click the 'Add Other Documents' button.
  3. Click the 'Import from my Bank or Brokerage' radio button.
  4. Select 'iTips' from the list and click the 'Continue' button.
  5. Enter your assigned File Number and Password in the space provided and click the 'Continue' button.
  6. Your data will import into TurboTax.

How to Import Form 1099 from Server : Video

NOTE: Video refers to Form 1098-T but same steps apply to all Forms 1098 and 1099.