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Returning Member
posted Feb 13, 2023 7:55:23 PM

How do I send in my 1099b to PA if I’m not able to upload my form?

I recently used STASH and received a 1099b. I’ve tried to upload my document into TurboTax but have had no luck so I typed it in myself. When I file my PA state taxes, it says I need to send in my form along with what I manually typed in. How do I do that?

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1 Replies
Expert Alumni
Feb 14, 2023 7:29:31 AM

There is a bypass to uploading the 1099-B for PA purposes but it most likely entails deleting and re-entering the information on the 1099-B into the Federal Area.

 

Instead of stating that you have more than 3 transactions, if that is what you did, follow these steps:

  1. In the Wages & Income section click on Edit/Add at Investments & Savings
  2. Locate the transactions listed that are in need of re-entry and click on the trash can deleting them.
  3. Click on Add Investments, then "Continue", then "Enter a different way"
  4. Click on the Stocks, Bonds, Mutual Funds box and then Continue
  5. Enter the data of the issuing agency, you stated STASH, along with you account number and their identification number, although those are not required
  6. Click Continue
  7. Answer the questions on the screen, first is normally no, then answer no again for number of transactions, and then no again, and finally yes, and Continue.
  8. Click on "One by One", but you will be answering from the sales section totals, click Continue, then Continue again
  9. Enter your transactions by section as if they were just a single transaction.  The example below should be of assistance:

 

Click Continue, answer the following question, and then repeat the process for the other sections of your 1099-B

 

@MariotaFan8