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Get your taxes done using TurboTax
If you're using TurboTax Online, be sure to clear your Cache and Cookies each time you try to import. If this applies, you can attach a PDF copy of your 1099-B to your return. Choose Sales Section Totals, and you'll come to a screen where you can browse to your PDF (or drag and drop).
If you're using TurboTax Desktop, some brokers require that you enable 'third party access' in your broker account to successfully import. Make sure both Windows and TurboTax are updated, and temporarily disable all anti-virus programs (including modem, if that applies).
If you can give details about what type of error you receive when trying to import, we'll try to help.
Here's How to Enter a Summary in Lieu of Individual Transactions as another option.
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‎February 18, 2025
9:13 AM