Investors & landlords
TurboTax Online Premium will accept a CSV file. When I enter 'xlsx format to csv format' in a browser, I receive options such as using the Save as command in Excel. Perhaps an option can be found there.
Are you able to generate a PDF file from the Gemini Gains/Losses statement in XLSX format? Are you able to display the Gemini Gains/Losses statement in summary form compatible with the IRS form 8949?
Perhaps your transactions could be grouped by sales category, for example Box C Short-Term not reported to you on Form 1099-B or Box F Long-Term not reported to you on Form 1099-B.
TurboTax Online Premium can then be used up report Sales section totals and the PDF file may be uploaded into TurboTax or a paper copy mailed to the IRS. Follow these steps:
- Down the left side of the screen, click on Federal.
- Down the left side of the screen, click on Wages & Income.
- Scroll down to Investments and Savings and click the down arrow to the right.
- Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
- Click Add investments.
- At the screen Let's import your tax info, click Enter a different way.
- Click on Stocks, Bonds, Mutual Funds. Click Continue.
- At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue.
- Do these sales include any employee stock, click No.
- Do you have more than three sales on your 1099-B, click Yes.
- Do these sales include any other types of investments, click No.
- Did you buy every investment listed on your 1099-B, click Yes. Click Continue.
- At the screen Now, choose how to enter your sales, select Sales section totals. Click Continue.
- At the screen Look for your sales on your 1099-B, click Continue.
- At the screen Now enter one sales total on this 1099-B, enter information. Click Continue.
- Repeat as necessary by clicking Add another sales total. Click Continue.
- At the screen Now we'll help you upload your 1099-B since the IRS requires a copy, select Browse.
- Upload the 1099-B in PDF format.
- Upload successful, click Continue.
