If import does not go smooth, I will suggest to manually enter info. For import, there are a limit on how many transactions TurboTax can handle. See blue links below. If there are too many transactions, you can try to sum up between long term and short term. Here are the steps: In TurboTax online, Sign into your account, select Pick up where you left off At the right upper corner, in the search box, type in 1099b and Enter Select Jump to 1099b Follow prompts On-screen, "Let's import your tax info, select I'll type it myself Follow prompts to continue For more information, click here: how many stock transactions TT can handle Import / crashed You would receive a Form 1099-B if you have sold your stocks and bonds transactions during the year. The transactions will generate either a long term or short term capital gain or loss depends on how long the stocks are being held. The amount will be reported on line 7 of your Form 1040 along with a Schedule D and Form 8949.

Question

Uploaded my Edward Jones Consolidated 1099 Statement in pdf format. Information transferred for 1099 DIV but 1099 B does not show up. How do I get it onto Stocks, etc.?

Forum|Forum|5 years ago
March 15, 2021
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TurboTax Premier Online

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linaj20201

If import does not go smooth, I will suggest to manually enter info. For import, there are a limit on how many transactions TurboTax can handle. See blue links below. If there are too many transactions, you can try to sum up between long term and short term. Here are the steps:

In TurboTax online,

Sign into your account, select Pick up where you left off
At the right upper corner, in the search box, type in 1099b and Enter
Select Jump to 1099b
Follow prompts
On-screen, "Let's import your tax info, select I'll type it myself
Follow prompts to continue

For more information, click here:

how many stock transactions TT can handle

Import / crashed

You would receive a Form 1099-B if you have sold your stocks and bonds transactions during the year. The transactions will generate either a long term or short term capital gain or loss depends on how long the stocks are being held. The amount will be reported on line 7 of your Form 1040 along with a Schedule D and Form 8949.