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This is correct. The desktop version is still not importing from Betterment.
Another option, type in 4 lines manually. Each line is the total for that type of transaction. The IRS has the same brokerage statement and totals.
Enter the totals for each:
I am glad you were able to upload and work through it. Thanks for the information! @riche
Wanted to chime in and say that I ran into the same issue. I was originally using the Deluxe desktop app (on mac), then upgraded to the Premier desktop app but still faced the same issue. I was only able to get it working through the online Premier version, which Turbo Tax support helped me transfer my license to so I wouldn't have to buy it again.
You can't do this if your Betterment 1099-B has any wash sales, and they almost always do. Wash sales require you to adjust any loss to zero on the form 8949. Plus, you can only do this for short- and long-term covered securities. Short- and long-term non-covered securities have to be listed on the form 8949.
how do you create an app specific password for turbotax
Please see this Help Article from Betterment on importing. Within the document, it has information about generating an App Password.
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