JotikaT2
Employee Tax Expert

Retirement tax questions

The import function will be available soon in TurboTax Desktop, but for now, you will need to manually enter your reportable transactions from your 1099-DA form into TurboTax Desktop.  Please see where do I enter investment sales for guidance on getting to the correct section in TurboTax.


You would then need to mail Form 8949 to the IRS after electronically filing your tax return by following these instructions.  Please see this video for more details on checking this information in TurboTax once it is all entered. 

 

@pjgolfalot 

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