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October 15, 2024
Question

My 1099-b cannot be uploaded to turbotax and indicates the number of transactions is exceeded. what can I do

  • October 15, 2024
  • 2 replies
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is there a way to upload a pdf copy of the form 1099-B rather than mailing

2 replies

Employee
October 15, 2024

October 15, 2024

Instead of the individual transactions you can submit a summary of the 1099-B.  This post has the step-by-step instructions to do that.

https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/1099-b-summary-or-detail/00/1962483

 

fanfare
Employee
October 16, 2024


With many transaction, be aware that your category Box A or Box D sales without adjustments do not require Form 8949, so there is no reason to import or key in those transactions.
Instead use the "enter a summary" option to put your numbers on Schedule D Line 1a or Line 8a.

@peresspine