turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Ask the Experts All About the W-4! >> Event happening TOMORROW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How to upload my 1099-B to Turbo Tax premier from my computer

Please advise now to upload my 1099-B from my computer as TT is not able to connect to my Morgan Stanley at work account to import it. I have TurboTax premier desktop version on Mac. Thank you

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
Cynthiad66
Expert Alumni

How to upload my 1099-B to Turbo Tax premier from my computer

If your broker or financial institution is on our list of TurboTax Import Partners, you can securely import the following forms into TurboTax:

If your financial institution isn't a preferred partner, you can upload the forms from your computer or type it in yourself. You can import up to 1,500 transactions from your financial institution in TurboTax Online.

Follow these instructions to see how to take a picture of your 1099-MISC in the mobile app.

Tip: Be sure to select the correct financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import.

Related Information:

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

How to upload my 1099-B to Turbo Tax premier from my computer

Thank you for sharing that info. Can1099-B also be uploaded for desktop (mac) version of TurboTax premier?

 

When I do search for 1099-B in my TT Premier,  don't see "Jump To", as specified in the instruction: 'Select the Jump to link in the search results." I was only able to enter manually and I am worried if that is error prone.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies