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Pranay001
April 12, 2025
Question

Importing 1099 PDF from a local computer - Desktop TT

  • April 12, 2025
  • 1 reply
  • 0 views

Is there a way to upload a PDF of 1099 I have received from my brokerage for the TurboTax 2024 Desktop Version? 

    1 reply

    R
    RobertB4444
    April 15, 2025

    Are you unable to import directly from the brokerage using TurboTax?  That would be easiest.

     

    TurboTax can only import a pdf of last year's tax return.  Even then the details aren't all there.  

     

    If you have a big 1099-B statement from your brokerage it has to be in a csv format to import into TurboTax and all of the columns have to match TurboTax's format.

     

    Here is the csv format upload instructions for TurboTax.

     

    @Pranay001 

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