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WaltersGR
New Member

How do i upload 1099-b from my PC?

Seems Marcus isn't making 1099-b available outside of a Consolidated form 1099 and TurboTax import isn't seeing a file. A downloaded file is not prompted for and add documents sees it as a 1099-b but doesn't use it it tax calculations.
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1 Reply
JotikaT2
Employee Tax Expert

How do i upload 1099-b from my PC?

A pdf cannot be imported into TurboTax for purposes of reporting 1099-B information.  If your brokerage is an approved import partner, you can try to import using the steps in this link.

 

If your brokerage is an approved partner but you are still having issues, please refer to the steps in this link for more troubleshooting steps.

 

Finally, you may need to send the IRS a copy of your 1099-B.  Follow these steps for more guidance on when this would apply.

 

 

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