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Returning Member
posted Jan 25, 2021 4:02:50 PM

1099-B import

I tried to import my 1099-B from Fidleity and Turbotax tells the form is not available until January 29, even though I already received it a week ago?  I don't really want to input all the stock transactions.  How do you change it so it knows, you already received your form and lets you import it?

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3 Replies
Level 15
Jan 25, 2021 4:16:46 PM

when you go to import it and it comes into your tax return, that is when you, and TurboTax will know the data is available.

Level 15
Jan 25, 2021 4:36:09 PM

...teh 1099-B/8949 paper forms you have may be ready at a different time from the data imports files.

 

The tax import files have to be specially formatted for the tax import.......so that can commonly take longer to create and get right.

Returning Member
Jan 25, 2021 10:22:12 PM

Thanks!