marie2023
Returning Member

Get your taxes done using TurboTax

I have researched further and have a couple of options that may, or may not, help others in this situation. 

First the online version of TT apparently allows users to attach a PDF file to their filing with the supplemental 1099 information after submitting subtotals by category in the regular income section.  The PDF attachment is not supported in the desktop version nor can you convert your desktop to an online version to submit with an attachment, but a good option if you are using the online version.  Potentially this is an option on the Premier version as well (under "Tools"), I have not upgraded to test, but this is grayed out in Deluxe.

There is an option in the Deluxe version in the income section (to the bottom left of the import section) to upload a TXF file with 1099 data.  The first step is to download your broker statement (with the data not previously imported) in a CSV format (or convert your PDF to a CSV) then convert that file to a TXF file using an online translator.  If you have >=1K lines you need multiple files, see the below link which was informative on this process:  

https://www.reddit.com/r/tax/comments/1ray1f8/how_to_convert_1099b_pdf_to_txf_for_uploading_to/

One caveat, perhaps I used an outdated version, and so was required to edit each uploaded line to address whether these were digital assets (Y/N).  Maybe others will be able to address this finer point, but I was willing to do this work versus starting over again.

Hope this is helpful.