Importing 1099B from TDAmeritrade and other brokers

Forum|Forum|1 year ago
December 22, 2024
2 replies
21 views

Hi, I am trying to do my 2023 taxes and trying to import my 2023 brokerage 1099Bs from TDAmeritrade, Moomoo, Webull, etc. and the error message I get says that those won't be available until January 2025. I believe this is because I am doing my 2023 relatively late (my area got flooding so we have longer time to get it done) and the brokerages are preparing for 2024 tax filings and not 2023 taxes anymore.

Is there anyway to manually force the brokerage data to import into my Turbotax desktop software or is there a way to upload pdf that can be put into Turbotax desktop software? Otherwise, typing in all the trades, etc. will take forever. Thanks.

TurboTax Home & Biz Windows

VolvoGirl

Level 15

Sorry you can’t import 1099 into prior years. The companies usually take down the special import files each year.

DoninGA

Level 15

You will not be able to import tax forms from TurboTax partners for tax year 2023. Those imports were closed in the time frame between April and October 2024. The 2023 tax forms can only entered manually.

Only the 2024 tax forms can be imported with availability usually in February of the tax reporting year.