Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
jaunger04
New Member

I have a betterment 1099-b with approximately 55 pages of transactions. Am I required to input each oneof the transactions???

 
2 Replies
LindaA
Level 10

I have a betterment 1099-b with approximately 55 pages of transactions. Am I required to input each oneof the transactions???

No, you won't have to enter these transactions separately. During the 1099-B interview, you'll have the option to enter a summary for each sales category. (Click the attachment below to enlarge it for reference.) If you need help, just click the How do I figure this out? links when you are on the Tell us about your 1099-B page.

Note: You may be able to import your 1099-B if your brokerage participates in the TurboTax Partner program. See the FAQ below for more information.

How do I import my 1099?  https://ttlc.intuit.com/replies/3389470
krj4g2
Level 2

I have a betterment 1099-b with approximately 55 pages of transactions. Am I required to input each oneof the transactions???

Maybe... The 1099-B import *almost* works.  See https://ttlc.intuit.com/community/taxes/discussion/re-i-imported-my-1099-b-directly-from-betterment-... for some details.  You may be able to import but still have to make hand edits to dozens to hundreds of transactions because the import does rounding incorrectly.  I’m not sure I’ll use TurboTax next year for this reason alone as I’m in the same boat using Betterment TLH+ myself.

Dynamic AdsDynamic Ads
Privacy Settings
v