IRS form 1099-DA transactions may be uploaded from a PDF which was converted from your CSV file.
In TurboTax Online Premium, follow these steps:
- Down the left side of the screen, click Federal.
- Down the left side of the screen, click 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 find your account, click Enter a different way.
- At the screen How do you want to add your docs?, click Upload. Click Continue.
- At the screen Upload your documents, upload a PDF file.
- At the screen Let's finish pulling in your investment income, click Review.
- At the screen Let's get started typing in your digital asset, enter the information. Continue.
- At the screen Review your XXX sales, check the box to the left of Description to invoke Bulk Edit.
- To edit individual lines, click the pencil ikon to the right.
- At the screen Let us know if any of these situations apply, enter information. Click Continue.
At the present time, such transactions may be entered manually, either on a one-by-one basis or by sales section totals. At the screen How do you want to add your docs?, select Type it in myself.
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