1099-B PDF upload to TT online version

[gksd777]

I uploaded 1099-B PDF in the online version. PDF has multiple pages with 30+ stock transactions. It read the broker name that was listed on the first page of 1099 and grouped all stock transactions on first page under this broker name (Morgan Stanley Capital Management LLC, Morgan Stanley Smith Barney LLC) but for all stock transactions on subsequent pages looks like it just picked up a name on the page header (Morgan Stanley at Work) and grouped those under this different broker name. The payer Tax ID is only listed on the first page.

It is not clear what Payer Tax ID it picked up for both of these groupings. There is no way in online version to edit either the broker name or the Tax ID. 

I would hate to enter all 30+ transactions by hand. The import from Morgan Stanley at Work is also not working (error says unavailable).

How can all this be fixed? How can I edit broker name and Tax ID in online version?

[JamesG1]

Rather than having the software read the the IRS form 1099-B .pdf, consider entering summary information instead of each individual transaction.  

The .pdf of the IRS form 1099-B is uploaded into TurboTax Online but not read by the software.  Follow these steps.

1. Down the left side of the screen, click Federal.
2. Down the left side of the screen, click Wages & Income.
3. Click the down arrow to the right of Investments and Savings.
4. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
5. Click Add investments.
6. On the Save time and connect your financial accounts screen, select Enter a different way.
7. On the How do you want to add your docs? screen, select Type it in myself, then Continue.
8. At the screen OK, let's start with one investment type, select Stocks, Bonds, Mutual Funds.  Click Continue.
9. At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue.
10. Answer the questions at the screen Tell us about the sales on your 1099-B.
11. Do these sales include any employee stock, enter No.
12. Do you have more than three sales, enter Yes.
13. Do these sales include any other types of investments, enter No.
14. Did you buy every investment listed, enter Yes.  Continue.
15. On the screen Now, choose how to enter your sales, select Sales section totals.  Select Continue.
16. At the screen Look for your sales on your 1099-B, select Continue.
17. You will now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your IRS form 1099-B, IRS form 8949 and / or Schedule D Capital Gains and Losses for the amounts and category. When finished, select Continue.
18. You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen.
19. When completed, close the record and click Continue.
20. At the screen Now, we'll help you upload your 1099-B since the IRS requires a copy, browse and select your document.  Select Continue.
21. When you upload your document, your filing instructions will not show that anything needs to be mailed in, and no IRS form 8453 will be generated.

[gksd777]

"...The .pdf of the IRS form 1099-B is uploaded into TurboTax Online but not read by the software. 

Then you should display some message on the screen to inform user.  Is this the case with 1099-B form only? I had uploaded W2 PDF file as well, it all went through fine with W2. or should I manually enter the W2 as well?

[JamesG1]

"...The .pdf of the IRS form 1099-B is uploaded into TurboTax Online but not read by the software." 

TurboTax Online Premier can process a .pdf of an IRS form 1099-B in two different ways.

The .pdf can be uploaded and read by the software.  However, your first communication expressed disappointment with this option.

The intent of my communication was to notify you that the information displayed on a .pdf of an IRS form 1099-B can also be reported in summary fashion.

At the end of that process, the .pdf of the IRS form 1099-B is uploaded into the software and transmitted to the IRS.  

Using this method, you would not be required to snail mail a paper copy of the IRS form 1099-B to the IRS after electronically filing.

I am not recommending that you re-enter your W-2 form.

My apologies for being unclear.

@gksd777 

[SteamTrain]

@gksd777 

And you "should" Edit that uploaded W-2 to make sure everything went in properly.

There have been some disasters with the A.I. putting State income into state  withholding instead.

And Box 12 and box 14 entries could get messed up too.

Check EVERY box against what is on your PDF.