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February 18, 2023
Question

When I go to the screen 1099-B, it doesnt give me the option to upload a file like in other screens. It only asks me to input data manually. How can I upload it?

  • February 18, 2023
  • 1 reply
  • 0 views
This is for stocks and not crypto. It will be tedious and I fear I will make mistakes doing this manually. How can I upload it?

1 reply

February 18, 2023

Here are instructions to upload the 1099-B: 

 

Go to Wages & Income

  1. Scroll to Investments 
  2. Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
  3. Answer Yes to "Did you sell any Investments? Answer "Yes" to "Did you get a 1099-B or brokerage statement?"
  4. When you reach Let's import your tax info, choose how you want to enter your 1099-B:
    • To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form
  5. On the following screens, answer the questions about your 1099-B
  6. When you reach the Review your sales screen, the form you just entered should be listed
    • If you need to add another 1099-B, select Add another sale. Otherwise, Continue
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