my 1099-B has been ready since monday and TT wont let me import it until tomorrow. I suppose I will be using another tax software next year, esp since they deleted my question asking why they disable importing until certain dates.
You'll enter this under the Federal Taxes tab (or Personal, if working in TurboTax Self-Employed/Home & Business), then select Wages & Income, then Investment Income, then Stocks, Mutual Funds, Bonds, Other. Follow the prompts to enter the 1099-B information. This will require an upgrade to TurboTax Premier online, since a Schedule D will be prepared.
More info: https://ttlc.intuit.com/questions/1934506-how-do-i-import-my-1099
The directions suggested do not even begin to address this issue. You need to fix this.
Nope, nope, nope. None of these directions correspond to anything in Turbotax. [profanity removed]
Can you be specific? What do you see when you attempt to navigate to this section? And which version of TT are you using?
I have home & business. TT won't allow me to manually enter my 1099-B information.
I have been trying to import directly from etrade to my filing instead of filling it out stock by stock. I was under the impression that a broker who participated in the 'TurboTax Partner program' would be able to import the 1099B directly eliminating the need to enter it piece meal. The instructions given do not address the question. I have never been able to find a prompt to 'import' directly from etrade. Feel like I am losing my mind.
Your broker must be registered with TT. If it is, go to broker site and login, return to TT and click name of broker from list or set of boxes. TT should then download from your account since you have opened it .
Are you referring to importing investment information? If so,
You may elect to report summary information. 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 will enter the summary info instead of each individual transaction.
@thehousewren