can i import my 1099B from my files

Expert Alumni

Mar 12, 2025 11:28:09 AM

TurboTax Premier Desktop will import a .TXF file but not a TXT.

Select Federal Taxes across the top of the screen.
Select Wages & Income across the top of the screen.
Select I'll choose what I work on.
Scroll down to Investment Income.
Click to the right of Stocks, Mutual Funds, Bonds, Other.
At the screen Let’s finish pulling in your investment income, select Add investments.
At the screen Let Us Enter Your Bank and Brokerage Tax Documents, select Import now.
At the screen Choose a Program to Import From, select .TXF file. Select Continue.
At the screen Choose a File to Import, select Browse Files. Select file.
Select Import Now.

You also may be able to generate a .CSV file which may be imported into both TurboTax Premier Desktop.

Select Federal Taxes across the top of the screen.
Select Wages & Income across the top of the screen.
Select I'll choose what I work on.
Scroll down to Investment Income.
Click to the right of Stocks, Mutual Funds, Bonds, Other.
At the screen Let’s finish pulling in your investment income, select Add investments.
At the screen Let Us Enter Your Bank and Brokerage Tax Documents, select Skip Import.
At the screen OK, let’s start with one investment type, select Cryptocurrency and select Continue.
At the screen What's the name of the crypto service you used?, enter the information. Continue.