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Get your taxes done using TurboTax
@artg The info shared by @Critter-3 is fabulous. I've imported 1099-Bs into TurboTax for years. It's an amazing feature! Of course, you'll need TurboTax Premier at the least for the investment portion of the interview.
One thing I'd add to the info that you've already received:
Once your import is complete, check the totals (final numbers) to be sure that they agree with the paper copy of your 1099-B. You are responsible for the accuracy of your return.
As @Critter-3 advised, wait until later in the tax season to see if you get a corrected document. If you do, you simply import and then delete the incorrect import. So easy!
Best of luck!
*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***
‎November 8, 2021
12:05 PM