surfairman
Returning Member

Get your taxes done using TurboTax

This is absurd. (absurd that TT does not make this clear to the end user)

For Mac:           (Wdws might be similar)

 

1. Export a FORM 8949directly from your exchange OR Use a data aggregator like TaxBit to export a .txf (mac) or .csv file of FORM 8949 

 

(NOTE: each exchange should have help on how to do this)

 

2. Bypass all the dumb menus in the TT user interface and go to the "FILE" menu of TT and select "IMPORT" import and import the .txf file

 

3. The option should be shown to import the data as a 1099-B. Select that.

 

Boom Done. You're welcome. It took me a week and a half to figure this out.