I am filling out my 2015 tax return and can't import my 1099B data from Fidelity. What are my options?

[scuba715]

TurboTax software says to enter it manually but there are over 1000 transactions.  There's got to be a way to import the data.

[Carl]

You have no options and have to enter them manually. Generally, it's only possible to import for the current tax year, which right now is 2017. But I do question if there's an easier way, as entering a thousand lines of data will take forever. @TaxGuyBill is there a simpler way this can be done for a prior year return? (2015).

[TaxGuyBill]

You can just post the Totals as a Summary (for each category, short, long, covered, non-covered), then MAIL the 1099-B with the tax return.  I think you usually call the Summary items as "See Attached" (rather than a stock name).

[TaxGuyBill]

See "Exception 2" here:
<a rel="nofollow" target="_blank" href="https://www.irs.gov/instructions/i8949#idm140253094187104">https://www.irs.gov/instructions/i8949#id...>

[fanfare · Accepted solution]

TurboTax 2015 does not support Schedule D Line 1a and Line 8a. That leaves the mail in option, using the consolidated 1099-B statement from the broker as your Form 8949 equivalent.

Note: mailed-in Form 8949 or equivalent must be mailed separately to an IRS facility in Austin , TX for receiving such material.

I'm not sure how this works if you are already filing everything on paper .

[fanfare]

Added Note.

[fanfare]

It may be wiser to prepare your own Schedule D manually taking advantage of Line 1a and 8a, once the tax calculations have been done by turbotax.
The fillable PDF version of 2015 Schedule D is available at <a rel="nofollow" target="_blank" href="http://www.irs.gov">www.irs.gov</a>