topic My broker does not send 1099s directly to TT. Can I upload an excel file with my trades into TT? Can i upload an excel file with my tra des to TT? in Get your taxes done using TurboTax

My broker does not send 1099s directly to TT. Can I upload an excel file with my trades into TT? Can i upload an excel file with my tra des to TT?

guyann21 — Tue, 10 Feb 2026 10:16:57 GMT

how to upload my trades from an excel file into turbo tax?

Re: My broker does not send 1099s directly to TT. Can I upload an excel file with my trades into TT?Can i upload an excel file with my trades to TT?

Anonymous_ — Fri, 05 Jan 2024 16:24:23 GMT

Not really.

See https://ttlc.intuit.com/community/taxes/discussion/import-transaction-data-from-excel-to-turbotax/00/2345159

Re: My broker does not send 1099s directly to TT. Can I upload an excel file with my trades into TT?Can i upload an excel file with my trades to TT?

DoninGA — Fri, 05 Jan 2024 16:26:23 GMT

TurboTax does not support importing from an excel spreadsheet.

If you were using the TurboTax desktop CD/Download edition you could import from a .txf file but not excel.

If your brokerage is not a TurboTax partner you will have to enter the information form the Form 1099-B manually - How to import a Form 1099-B - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-1099-b/L7MFY1jNg_US_en_US?uid=lr0uje4d

To enter an investment sale -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Under Investment Income
On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B), click the start or update button