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LanceS18236
Returning Member

Enter Coinbase sale desktop TurboTax Premier

The steps below are from TurboTaxes instructions for entering Crypto Sales manually in the desktop version.

My TurboTax Premier is updated, but when I follow steps 1 - 4, step 5 "Select CSV, 1099-B, 1099-K, Gain/Loss Report on the OK, let's start with one investment type screen" is not the next screen.  Instead I get "Did you get a 1099-B or a brokerage statement . . .", regardless of how I answer this, I never see the "Select CSV, 1099-B, ..." I'm told to expect in step 5.  How do I get to that point?

 

How to enter your crypto manually in TurboTax CD/Download

  1. Open TurboTax and open your return
  2. Go to Federal Taxes, then Wages & Income
  3. On the Your 2022 Income Summary screen, under Investment Income, select Start or Update next to Stocks, Mutual Funds, Bonds, Other
  4. On the Did you sell any of these investments in 2022? screen, select Yes
    • You need to use TurboTax Premier or Home & Business to do this. If you're using a different product, you'll be able to change products.
  5. Select CSV, 1099-B, 1099-K, Gain/Loss Report on the OK, let's start with one investment type screen
  6. On the What's the name of the crypto service you used? screen, select your crypto service from the dropdown and Continue
  7. Select Type it in myself on the Uploading your crypto CSV file makes taxes easier screen
  8. Answer the questions and continue through the screens
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2 Replies
DawnC
Employee Tax Expert

Enter Coinbase sale desktop TurboTax Premier

Where did you find those instructions?   I don't believe there is any reference to uploading CSV files in the desktop program - those instructions are only for TurboTax Online products.

 

But you can still do a manual entry in the desktop product.   When asked if you received a 1099-B, if you answer NO, manual entry will be your only option.   If you answer YES to the 1099-B questions, you will see a screen to import the document or type it in manually.  

 

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LanceS18236
Returning Member

Enter Coinbase sale desktop TurboTax Premier

Thanks for the reply.  The instructions were here: https://ttlc.intuit.com/turbotax-support/en-us/help-article/cryptocurrency/import-cryptocurrency-tra...

 

Under the header "How to enter your crypto manually in TurboTax CD/Download"

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