document downloads into TT

Forum|Forum|5 years ago
March 16, 2021
5 replies
29 views

The direct download from Edward Jones is not working. Tells me the files are incomplete. I've contacted EJ. and they tell me all is complete on their side and is a TT problem. This is an extreme issue! are others having this problem? Or does the deluxe version not accommodate this.

Mzdonna

Other

DaveF1006

Level 15

Yes, you will need to upgrade to Turbo Tax Premier to handle your investment income.

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MzdonnaAuthor

Level 2

After updating to Premier 2020, I still am unable to download 1099-B from Edward Jones. Continues to tell me there is an issue with some of the documents. Reading posts from others that are also fighting with the TT software, I don't appreciate that I would manually have to enter 21 pages of 1099-B documents. That isn't why I purchased TT. Please advise if this is the only option I have.

linaj20201

Level 14

If import does not go smooth, I will suggest to manually enter info, unfortunately. For import, there are a limit on how many transactions TurboTax can handle. See blue links below. If there are too many transactions, you can try to sum up between long term and short term. Here are the steps:

In TurboTax online,

Sign into your account, select Pick up where you left off
At the right upper corner, in the search box, type in 1099b and Enter
Select Jump to 1099b
Follow prompts
On-screen, "Let's import your tax info, select I'll type it myself
Follow prompts to continue

For more information, click here:

how many stock transactions TT can handle

Import / crashed

A Form 1099-B is issued to report the proceeds from your stocks and bonds transactions. The transactions will generate either a long term or short term capital gain or loss depends on how long the stocks are being held. The amount will be reported on line 7 of your Form 1040 along with a Schedule D and Form 8949.