I have a Fidelity managed account, which executed hundreds of transactions on my behalf last year. I can't upload the 1099 consolidated form(s). What do I do?

[seanrbittner]

Entering each transaction manually would take days.

[baldietax]

generally you can just enter summary level gain/loss, all the transaction level detail is not needed.  But if you have any sales with adjustments (wash sales, AMD, noncovered category etc) those are best entered as a separate 1099B in Turbotax using "one by one" with the details to go on Form 8949, and then enter the rest of the 1099B as summary entries, and check the totals on Schedule D.  If you don't have too many of these adjustments then entering these details avoids an extra mailing to IRS - you can also just make adjustments to summary entries but will need to mail the details (from your 1099B) to the IRS on Form 8453 (or if you have TT online you can upload a PDF to satisfy this).

See:

https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-1099-b/need-include-1099-b-return/L...

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/need-mail-form-8453-u-individ...

[baldietax]

btw when you say you can't upload the 1099 what do you mean... have you tried using the import feature?  there are some general issues this year with browser permissions which need to be set for the import to work.