AmyC
Expert Alumni

Investors & landlords

Two more options:

1. Enter the total short term on one line and total long term on the next line. Mail in a copy of your 1099-B. Very easy.

 

2.You can make your own csv file. Manually change your columns to 5 columns in this order:

  1. Purchase date
  2. Date sold
  3. Proceeds
  4. Cost basis
  5. Currency name

Then you can upload the document and select 1099-B as the type. To upload:

 

My Docs is available in all paid TurboTax Online products or by adding PLUS to Free Edition.

  1. Sign in to your TurboTax account. If you're already signed in, select Tax Home on the left menu
  2. Scroll down to Your tax returns & documents. Select Show and select your desired tax year
  3. Select My Docs
  4. Select Upload and select the document you want to upload
  5. Answer the questions and select Done or Upload another tax form

@gtrplayr1976

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