I want to add 1099B form but not being prompted

Forum|Forum|3 years ago
February 18, 2023
1 reply
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where is prompt for 1099B upload

TurboTax Premier Online

PattiF

Here are instructions to upload the 1099-B:

Go to Wages & Income

Scroll to Investments
Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
Answer Yes to "Did you sell any Investments? Answer "Yes" to "Did you get a 1099-B or brokerage statement?"
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
- If you want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen
On the following screens, answer the questions about your 1099-B
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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cmkull

I am unable to import my stock gain/loss information. I enter the account number and the document ID and hit continue. Every time I receive this message :

"Document ID (11 characters, e.g. A12B3456CD7): Please enter the 11-character Document ID without spaces from your Form 1099 (top right corner). " I have entered the document ID correctly. I do not have that many transactions to process. I have not had this problem in previous years. Help! Is there a glitch in the Turbo Tax program?

MoniqueLO_

If you are using TurboTax Online, you may want to try a different browser or try clearing out your browser's cache and cookies. Please see How do I delete cookies? and How to clear your cache for more information.

Please see What if I can't import my 1099? for instructions. Additionally, please keep in mind that if you are entering a Document ID it is case sensitive. So, if the Document ID is listed in all caps, you will want to enter it in all caps.

@cmkull