I have a betterment 1099-b with approximately 55 pages of transactions. Am I required to input each oneof the transactions???

Forum|Forum|7 years ago
June 1, 2019
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LindaA

Level 10

No, you won't have to enter these transactions separately. During the 1099-B interview, you'll have the option to enter a summary for each sales category. (Click the attachment below to enlarge it for reference.) If you need help, just click the How do I figure this out? links when you are on the Tell us about your 1099-B page.

Note: You may be able to import your 1099-B if your brokerage participates in the TurboTax Partner program. See the FAQ below for more information.

How do I import my 1099? https://ttlc.intuit.com/replies/3389470

krj4g2

Level 2

Maybe... The 1099-B import *almost* works. See https://ttlc.intuit.com/community/taxes/discussion/re-i-imported-my-1099-b-directly-from-betterment-and-now-turbotax-is-telling-me-the-disallowed/01/1963147/highlight/false#M706341 for some details. You may be able to import but still have to make hand edits to dozens to hundreds of transactions because the import does rounding incorrectly. I’m not sure I’ll use TurboTax next year for this reason alone as I’m in the same boat using Betterment TLH+ myself.