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How do I accept documents after downloading them

 
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MonikaK1
Expert Alumni

How do I accept documents after downloading them

If you are going to add information to your return from documents you have downloaded, such as a Form 1099-B:

 

  1. TurboTax Online/Mobile: Go to the 1099-B screen under Wages & Income.
  2. TurboTax Desktop:
  3. Go to Federal Taxes.
  4. Go to Wages & Income. 
  5. If asked How do you want to enter…?, select I’ll choose what I work on.
  6. Under Investment Income, select Start or Update next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
  7. Follow the onscreen instructions. When you reach Let's import your tax info, choose how you want to enter your 1099-B:
  8. To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form.
  9. If you don’t want to import, select Enter a different way, and on the How do you want to add your investment docs? screen, you can upload a copy of your 1099-B.

See this help article for more information.

 

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