JamesG1
Expert Alumni

Get your taxes done using TurboTax

Does JP Morgan Chase & Company generate a .csv file of your 1099-B information?  It may be possible to upload a .csv file by following these steps: 

 

  • Go to Federal / Wages & Income / Your income / Investments and Savings.
  • Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
  • Click Add investments.
  • At the screen Relax.  We got it, click Continue.
  • At the screen Let’s import your tax info, click Enter a different way.
  • At the screen OK, let’s start with one investment type, select Cryptocurrency.  Click Continue.
  • At the screen Select your crypto experience, select Upload.  Click Continue.
  • At the screen What’s the name of the crypto service, select Other, enter JP Morgan Chase and select Gain/Loss or 1099-B.
  • Click Continue.
  • At the screen Go ahead and upload your crypto CSV file, upload the file.
  • At the screen Review your sale, you may select Bulk Edit to review the entries.

You may also elect to report summary information as outlined by @DavidD66.

 

@GiC  

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