I can't help you with the download if it's not working properly, but I can give you an alternative that is better than manually entering each transaction. You can enter summary totals for each asset sale category. It will require you to mail a copy of your Form 1099-B along with Form 8453 (which TurboTax will generate). To do this in TurboTax Online,
Click on Search
- In the Search Window type 1099-B
- Click on Jump to 1099-B
- Click + Add an Account (if the account you were trying to download is showing, delete it first)
- Answer Yes to "Did you get a 1099-B or a brokerage statement for these sales?"
- Click on "I'll type it in myself"
- Select your Bank or brokerage and click Continue
- On the page with "Tell us about your ... 1099-B" click the button "I'll enter a summary for each sales category"
- Enter your Investment Sale information and repeat to you have entered for each category.
Form 1099-B, Proceeds from Broker and Barter Exchange Transactions is used to report the sale of stocks, bonds, mutual funds, and other securities to the IRS.
You can get multiple 1099-B forms where each one reports a single sale, or a consolidated 1099-B where the details of each sale is broken out by line item.
