Get your taxes done using TurboTax

MarilynG1 · ‎March 31, 2023

If you're using TurboTax Online, you can import a PDF copy of your 1099 info from your desktop into the program.

Choose 'type it in myself' from the Investment entry page. Continue and choose 'enter sales section totals'. You'll enter Total Proceeds and Total Basis (and any adjustment needed).

At the screen 'Now we'll help you upload your 1099-B' and you can 'drag and drop' or Browse for your PDF.

You may still get a 'Needs review' message, but if you open the entry, this should go away.

@KTurtle45

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