RobertB4444
Expert Alumni

Get your taxes done using TurboTax

Are you unable to import directly from the brokerage using TurboTax?  That would be easiest.

 

TurboTax can only import a pdf of last year's tax return.  Even then the details aren't all there.  

 

If you have a big 1099-B statement from your brokerage it has to be in a csv format to import into TurboTax and all of the columns have to match TurboTax's format.

 

Here is the csv format upload instructions for TurboTax.

 

@Pranay001 

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