How do I import tax documents from Robinhood?

Forum|Forum|6 years ago
March 7, 2020
2 replies
9 views

There is no import option. Turbotax is asking to list each stock manually. Last year I imported the entire 1099-B from Robinhood and it input everything. Please let me know how this is done?

TurboTax Premier Online

RobertG

Level 12

If you are experiencing problems while importing from Robinhood, " In TurboTax, when prompted to “Choose your bank or brokerage,” enter “Robinhood” in the search field. TurboTax will ask for your account number, which can be found in the Tax Documents section of the Robinhood app. Please add "10-" before the first 8 digits of your account number (10-5XX12345). Do not include hyphens in your SSN."

You may experience difficulty uploading your Robinhood financial transaction history into TurboTax if you made close to 500 transactions in 2016. TurboTax Online can handle up to 500 transactions per brokerage account. However, online performance may deteriorate as you get close to this limit. For more information about this, or if you made more than 500 stock transactions, please see instructions here.

This question was previously answered by DawnC0

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asimarif

Level 2

Hi,

This has not been working for me. I enter account number along the tax document Id but it doesn't import anything at all.

Please assist.

Thank you!

helpmewithtaxez

Level 2

Same here:

I entered the account number as well as my document ID because Robinhood my statements were available.

I entered my account number (copied and pasted straight from the 1099 PDF)

as well as trying to copy and paste document ID, (with space, no space, with hyphen but all result in this error below)

Gave me this error:

That form wasn’t found

Something unexpected happened and we need to try again.

Enter your info again, and watch out for typos. If it still doesn't work, double check it with the financial institution to make sure it's correct. (907)