TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Question

Turbo Tax did not prompt me later in the process to upload 1090-B ala”Don’t worry, we’ll upload it later.” This never happened.

Forum|Forum|1 year ago
April 13, 2025
1 reply
0 views

I filled in the Income section for stock sales and chose “attach PDF later.” But Turbo did not prompt me to attach the PDF during the review.

You can get back to your TurboTax screens to add your Form1099-B information as follows:

Click on the search icon in the upper right of your TurboTax screen
Type "1099-B" in the search bar
Click on the link "Jump to 1099-b"
Select "Add Investments"
Select "Skip Import"
Click on "Stocks, Bonds, Mutual Funds"
The box will turn green and there will be a checkmark
Select "Continue"
Enter your Form 1099-B information

Your TurboTax screens will look something like this:

Click here for Where do I enter or import a 1099-B?

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"