In TurboTax Desktop Premier version, you may elect to report summary information. If your brokerage statements include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered, you will enter the summary info instead of each individual transaction. Follow these steps:
- Go to Federal Taxes / Wages & Income / I'll choose what I work on / Investment Income / Stocks, Mutual Funds, Bonds, Other.
- Click Start / Update to the right.
- Click on Add More Sales.
- At the screen Did you get a 1099-B or a brokerage statement for these sales?, click Yes.
- At the screen Let us enter your investment sale info, select I'll type it in myself.
- At the screen Which bank or brokerage sent you this form?, select My bank/brokerage isn't here.
- At the screen Tell us about your 1099-B, select I'll enter a summary for each sales category.
If a .csv file is available, you may be able to upload by following these steps:
- At the screen Let's import your tax info, click Enter a different way.
- Click on Cryptocurrency. Continue.
- Click on Upload it from my computer. Continue.
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