MarilynG1
Expert Alumni

After you file

If you have a 1099-B that didn't import, you can save it as a PDF file and import it, if you're using TurboTax Online.  If this applies, in the 1099-B entry section, choose Sales Section Totals, and Continue to a screen asking you to attach your PDF.

 

If you're using TurboTax Desktop, here's How to Enter a Summary in Lieu of Individual Transactions.

 

If your 1099 is INT or DIV, you can enter the totals from the same bank as one line item in those sections. 

 

Here's some info on importing multiple accounts from same brokerage that may help you. 

 

 

 

 

 

 

 

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