JamesG1
Expert Alumni

Get your taxes done using TurboTax

Assuming that you do not exceed the maximum transaction lines, it is possible to manually enter each transaction line from an IRS form 1099-B into either TurboTax Desktop or TurboTax Online.  In such a case, if the information has been correctly entered, no report or attachment must be remitted to the IRS.  

 

You may manually enter summary information from an IRS form 1099-B or Schedule 8949 Sales and Other Dispositions of Capital Assets into either TurboTax Desktop or TurboTax Online.  In this case, the IRS wants to see a copy of the form that you input.

 

TurboTax Desktop requires that you to mail a paper copy of the form to the IRS attached to an IRS form 8453.

 

TurboTax Online allows you to upload a .PDF of the form into the software and the .PDF is remitted it the IRS with your tax return.  

 

Retain any documentation that you receive, be it a .CSV or an IRS form 8949, should a tax authority have a question at a later time.

 

 

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