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New Member
posted Mar 25, 2025 2:28:22 PM

I am trying to review 200 lines of a 1099-B after importing the data from Fidelity. Why doesn't Intuit recognize my review?

I have removed the 1099-B and re-imported it with my financial advisor. I still can not complete the review. What else can I try?

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1 Replies
Expert Alumni
Mar 30, 2025 8:16:03 PM

If you're using TurboTax Online, you can attach a PDF copy of your 1099-B to your return.

 

For TurboTax Desktop, here's How to Enter a Summary in Lieu of Individual Transactions.  The IRS has copies of all your 1099's already.

 

If you can share what errors you're getting, we'll try to help.

 

@bziehl