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Question

1099-B import problem

Forum|Forum|3 months ago
February 23, 2026
1 reply
2 views

Downloaded desktop version (NOT online version) TTax Deluxe, as I have for years. Tried to Import Wells Fargo Clearing Services 1099-B

"We see you're trying to import a 1099-B, which requires an upgrade to Premier."

Ttax is up-to-date on Imac running up-to-date MACOS 15.7.2 Sequoia

Same result on Safari or Firefox browser.

Level 15

There may be a suggestion, however you can move forward with your TurboTax Desktop Deluxe to enter your transactions. If you continue the same experience with trying to download your data you can use the information below.

A solution can be to enter summary transactions if you have many transactions. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.

You can always use direct entry if you choose, with summary totals. The only exception is wash sales, which must be entered separately, if you have any.

Where do I enter Form 1099-B? (Ignore import)
How do I mail Form 8453? (review if alerted)

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