Thanks -- maybe a semantic issue.
I had no problem getting the 1099-x files from the financial institutions. For most of them, the download to TurboTax was relatively seamless (there are a couple of financial institutions TurboTax doesn't recognize -- for those, I had the form and entered the data by hand). But for whatever reason, TurboTax flatly said I needed to upload the 1099-B statements and should upload the 1099-R statements if they showed tax withholding. I've got those statements and will upload if necessary ... and if TurboTax or one of you good folks can tell me how.
