"last year's" 1099s from our brokerage are no longer available for uploading to Turbotax. Now 'What?

LPRose — Tue, 10 Mar 2026 07:27:42 GMT

It is early December 2022 and I am trying to finish TY 2021. We have paper 2021 forms 1099-DIV,-INT, and -B. Div and INT are easy, but there were a lot of sales on B. When I go to upload from broker and choose the Brokerage firm, I get their message that the forms will not be available till various dates in 2023. Presumably that is referring to 2022 forms.

I called the Brokerage firm and was directed to the 2021 forms on their site. How in TT 21 do I upload these specific forms? I can upload them to my computer in .XMS or .CSV, but the .CSV forms are empty except for "unable to convert into .csv format" Even if I take the .XMS and figure out how to convert it to .csv, how do I upload the new csv from my hard drive into TT 21 ?

there's too much to type by hand.

Re: "last year's" 1099s from our brokerage are no longer available for uploading to Turbotax. Now 'What?

NCperson — Tue, 06 Dec 2022 03:08:36 GMT

you are not required to enter the DETAILS of each and every transaction, assuming there are no adjustments; you can just enter the SUMMARY for the specific lines,

Re: "last year's" 1099s from our brokerage are no longer available for uploading to Turbotax. Now 'What?

fanfare — Tue, 06 Dec 2022 03:30:02 GMT

Detail Reporting Exception: if you aggregate Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary. No attachment is necessary.

There is no exception for any other transactions.

Re: "last year's" 1099s from our brokerage are no longer available for uploading to Turbotax. Now 'What?

Critter-3 — Tue, 06 Dec 2022 13:38:25 GMT

You can quickly enter this manually. Your brokerage statements should include a summary of your transactions, grouped by sales category.

There are seven possible "Box" designations that indicate the holding period (Long/Short Term) and the reporting status. These are the only ones you have to summarize. If you want to manually enter your 1099-B as the summaries.

Tell us about your 1099-B sales for this BOA account

Answer the questions

Since you have more than a few BOA sales, we recommend entering sales section totals

Continue

Before entering sales section totals, take a moment to find them on your 1099-B

Continue

Now, we'll enter one sales section total on your BOA 1099-B

Use the drop down menu to select the correct designation.

Code A. This code indicates a short-term transaction for which the cost or other basis is being reported to the IRS. Use this code to report a transaction that the recipient will report on Schedule D (Form 1040), line 1a, or on Form 8949 with box A checked with totals being carried to Schedule D (Form 1040), line 1b.

Code B. This code indicates a short-term transaction for which the cost or other basis is not being reported to the IRS. Use this code to report a transaction that the recipient will report on Form 8949 with box B checked with totals being carried to Schedule D (Form 1040), line 2.

Box C. Report on a Part I with box C checked all short-term transactions for which you can't check box A or B because you didn't receive a Form 1099-B (or substitute statement).

Code D. This code indicates a long-term transaction for which the cost or other basis is being reported to the IRS. Use this code to report a transaction that the recipient will report on Schedule D (Form 1040), line 8a, or on Form 8949 with box D checked with totals being carried to Schedule D (Form 1040), line 8b.

Code E. This code indicates a long-term transaction for which the cost or other basis is not being reported to the IRS. Use this code to report a transaction that the recipient will report on Form 8949 with box E checked, with totals being carried to Schedule D (Form 1040), line 9.

Box F. Report on a Part II with box F checked all long-term transactions for which you can't check box D or E because you didn't receive a Form 1099-B (or substitute statement).

Code X. Use this code to report a transaction if you cannot determine whether the recipient should check box B or box E on Form 8949 because the holding period is unknown.

Open or continue your return (if it's not already open) and search inside TurboTax for the phrase stock sales.

Select the Jump to link in the search results.
Answer Yes to both Did you sell stocks, mutual funds, bonds, or other investments? and Did or will you receive a 1099-B form or brokerage statement for these sales?

If you land on Here are all your 1099-B sales, select Add sales from a different brokerage. Then answer Yes to Did or will you receive a 1099-B form or brokerage statement for these sales?

When asked how you want to enter your 1099-B, select I'll type it in myself.
Select or enter your brokerage on the next screen and continue.
On the following screen (Tell us about...), answer the questions until you reach the next screen. Select the second option, Let's enter a summary instead, and select Continue.
You'll now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category. When finished, select Continue.

When you are done, you'll eventually come to the Here's a summary of your broker sales screen where you can edit, delete, or enter more sales.

You will have to mail a copy of your 1099-B to the IRS. TurboTax will produce a Form 8453. You print the Form 8453 and attach the brokerage statement(s) to it.

IRS requires details to be listed on a Form 8949,
or on your other forms (e.g. consolidated 1099-B) which have the same information and in the same manner as Form 8949.
Either way, if you choose to summarize, you have to mail the transaction details to the IRS within three business days of IRS accepting your e-Filed tax return.(unless you have attached a PDF of the transactions details to your e-Filed return. TurboTax seems to be adding this feature now).
Only Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary.
If you don't have a 1099-B from coin base (crypto) your sales category is C or F.

There is no exception for these categories.

topic "last year's" 1099s from our brokerage are no longer available for uploading to Turbotax. Now 'What? in Get your taxes done using TurboTax

"last year's" 1099s from our brokerage are no longer available for uploading to Turbotax. Now 'What?

Re: "last year's" 1099s from our brokerage are no longer available for uploading to Turbotax. Now 'What?

Re: "last year's" 1099s from our brokerage are no longer available for uploading to Turbotax. Now 'What?

Re: "last year's" 1099s from our brokerage are no longer available for uploading to Turbotax. Now 'What?