How do I download 1099B from Computershare

Forum|Forum|5 years ago
April 12, 2021
2 replies
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TurboTax Self Employed Online

JeanneLO

Level 14

First make sure you know your control number, see this: Importing Tax Data from Computershare into TurboTax®

Then follow these steps: How do I import my 1099?

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joe858

Level 3

HI: Done all that and keep getting a massage to try later, this is the fifth time i try same thing each time! in two days, im try the Premium Version! last two years i use home & business and had NO problem importing my computershare! Is the problem with the Premium Version software?

MichelleLO

Level 15

To clarify, are you using TurboTax Online or TurboTax Desktop?

@joe858

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Mizio

Level 4

Has anyone been able to download 1099B from Computershare into TurboTax yet?

I keep receiving this message

Their website says starting February 18, or later.....

Thanks

HeatherPLO

Level 14

If you are using the Download/Desktop version, you will need to make sure you have updated your software. To manually update for Windows, please see the Help Article here. For Mac, please see this Help Article.

To troubleshoot a Windows installation.

To troubleshoot a Mac installation.

Please see the Help Article here that provides troubleshooting steps for importing 1099s. The instructions mention Schwab but that is just to serve as an example.

@Mizio

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