topic Re: Import from CSV for stock transactions in Get your taxes done using TurboTax

Import from CSV for stock transactions

jaybwdg — Tue, 14 Jan 2025 18:14:35 GMT

Is there an option to upload stock transactions using csv file import? These are overseas stock transactions for which 1099B will not be received. As there are a bunch of transactions it is difficult to enter the transactions one by one. Moreover, IRS does not accept summary of the transactions where the cost basis was not reported to IRS.

Re: Import from CSV for stock transactions

MarilynG1 — Fri, 17 Jan 2025 17:12:16 GMT

If you're using TurboTax Online, and if you can save your CSV file as a PDF, you can drag/drop it into your return.

I chose 'Enter Sales Summary' and 'Long Term Uncovered' and was able to proceed to that screen.

Re: Import from CSV for stock transactions

samzandt — Thu, 20 Feb 2025 18:47:07 GMT

How can I attach the file if I use the desktop version. I don't see that option. thanks

Re: Import from CSV for stock transactions

JamesG1 — Thu, 20 Feb 2025 19:10:20 GMT

In TurboTax Desktop, follow these steps:

Across the top of the screen, click Federal Taxes.
Across the top of the screen, click Wages & Income.
Select I'll choose what I work on.
Under Investment Income, click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
Click Add investments.
At the screen Let Us Enter Your Bank and Brokerage Tax Documents, select Skip Import.
On the screen OK, let's start with one investment type screen, select Cryptocurrency, then Continue.
At the screen What's the name of the crypto service you used, enter the information. Click Continue.

Re: Import from CSV for stock transactions

alex5858 — Mon, 24 Mar 2025 23:21:06 GMT

Hi, from my end. After clicking adding sales, I could you find the entry to upload my csv or pdf file.

Re: Import from CSV for stock transactions

samzandt — Wed, 26 Mar 2025 20:04:56 GMT

I'm using the desktop version which doesn't look like that

Re: Import from CSV for stock transactions

DawnC — Wed, 26 Mar 2025 20:15:18 GMT

You cannot upload a CSV file to TurboTax Desktop @samzandt

After you enter your sales by summary, TurboTax Online will prompt you to attach a PDF of your 1099-B, so you don't have to mail it. @alex5858

How do I upload a CSV file of my crypto transactions?

How do I enter my crypto in TurboTax?

When do I need to include my 1099-B with my return?

Cryptocurrency Guide

Re: Import from CSV for stock transactions

samzandt — Thu, 27 Mar 2025 16:13:56 GMT

Everyone keeps telling me "TurboTax Online will prompt you to attach a PDF ", but I use TurboTax DESKTOP

Re: Import from CSV for stock transactions

DoninGA — Thu, 27 Mar 2025 16:26:49 GMT

@samzandt wrote:

Everyone keeps telling me "TurboTax Online will prompt you to attach a PDF ", but I use TurboTax DESKTOP

To enter an investment sale other than from a brokerage account (1099-B), follow the steps below.

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, click the start or update button

Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales

Using the desktop editions -

On the next screen click on Yes
On the next screen click on Skip import
On the next screen, select Cryptocurrency and continue

Re: Import from CSV for stock transactions

user17726417765 — Wed, 04 Mar 2026 16:40:26 GMT

Can I upload my CSV files into the online version of Turbotax? If yes, can I do it from my hard drive or does it have to be from the bank portals?

Re: Import from CSV for stock transactions

MarilynG1 — Wed, 04 Mar 2026 17:55:00 GMT

No, you would need to save the CSV file on your computer as a PDF or JPG, which you can then drag/drop into TurboTax Online.

@user17726417765