topic Re: 1099-B documents, how to upload information in Get your taxes done using TurboTax

1099-B documents, how to upload information

user17726417765 — Wed, 04 Mar 2026 16:47:22 GMT

What is the best way to get the information from multiple 1099-B document into a desktop Turbotax filing.

I have them in both pdf and CSV form on my computer.

Re: 1099-B documents, how to upload information

Mike9241 — Wed, 04 Mar 2026 17:20:43 GMT

Pdfs won't. CSV import for crypto was disabled for a time. I don't know if this has been rectified.

Under stocks in Desktop Deluxe, there is no option to import a PDF or CSV, only a TXF file or directly from your brokers if it partners with TurboTax.

for this process open your return . At the top, click on file. Scroll down and click on import.. select from Financial institution. Then enter the name, and if it's listed in the lower box, click on it. From here, the procedures for importing vary. If successful and back in TurboTax, you should see a list of what was imported. Below that is a blue icon that says "import now" click on it to actually complete import.

warning There have been many threads this year about issues with importing, even though you will get a "SUCCESSFUL" message.

Re: 1099-B documents, how to upload information

user17726417765 — Sat, 07 Mar 2026 12:28:25 GMT

I think the short answer is you can’t upload pdf in the desktop version.

What a pathetic garbage tax program.

Paying premium dollars for limping duck.