How do I import trading transactions from CSV?

Clwanner8 — Thu, 29 Jan 2026 19:11:42 GMT

Re: How do I import trading transactions from CSV?

JamesG1 — Sun, 01 Feb 2026 15:20:57 GMT

You may enter the transactions into TurboTax Premium Online by following these steps.

Down the left side of the screen, click Federal.
Down the left side of the screen, click Wages & Income.
Click the down arrow to the right of Investments and Savings.
Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
Click Add investments.
On the Save time and connect your financial accounts screen, select Enter a different way.
On the How do you want to add your docs? screen, select Upload, then Continue.
At the screen Upload your documents, upload the information.

I have been able to convert a CSV file to a PDF file and upload the document.

In TurboTax Online Premium, at the screen Upload your documents, I uploaded the PDF file.

I was required to Review each of my entries. Consider trying to upload a smaller file to test the operations.