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Get your taxes done using TurboTax
If you can give the Error Message you receive trying to import, we'll try to help.
In TurboTax Online, you can attach a PDF of your 1099-B; however, in TurboTax Desktop, here's How to Enter a Summary in Lieu of Individual Transactions, which only requires a small amount of data entry.
When importing, make sure TurboTax and Windows are both updated, and temporarily disable all anti-virus software (including modem). Make sure your broker does not require you to allow 'third party access', which you may enable in your broker account, if this applies.
Here's more info on Import Issues.
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‎February 17, 2025
2:11 PM