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jfmorgan22
New Member

I have a pdf of the 1099's from Cerera Advisors on my desktop. How do I import this data to my 2019 Turbo Tax return?

 
4 Replies
MinhT1
Expert Alumni

I have a pdf of the 1099's from Cerera Advisors on my desktop. How do I import this data to my 2019 Turbo Tax return?

While TurboTax can download 1099-B data directly from certain bank/brokers, TurboTax cannot import forms 1099 in PDF format.

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ppfautz
New Member

I have a pdf of the 1099's from Cerera Advisors on my desktop. How do I import this data to my 2019 Turbo Tax return?

I just had an advisor tell me he thought TT could import a PDF 1099. Unfortunately this is not the case. I have the same issue with Cetera imports via NetxInvestor not working.  No ETA on when this will be fixed. Anyone know of a way to convert PDF to the type that TT can import. Manual entry will be a pain.

Birdskib
Returning Member

I have a pdf of the 1099's from Cerera Advisors on my desktop. How do I import this data to my 2019 Turbo Tax return?

I have PDF's or 1099's from Vanguard. A support person from Turbo Tax said he would call me back Saturday to tell me how to import the PDF's, but he never called back and I have been unable to reach a support person at TurboTax in the meantime. Help?

MaryM428
Level 10

I have a pdf of the 1099's from Cerera Advisors on my desktop. How do I import this data to my 2019 Turbo Tax return?

TurboTax will not import the transactions from the pdf.

 

You will enter the summaries of each of up to 7 sales selections from the 1099-B

 

Here are the steps:

Federal
Wages and Income

Stocks, Mutual Funds, Bonds, Other

Add your sales
TurboTax will walk you throiugh the screens
 

 

if you have noncovered trades, then TurboTax will prompt you to attach the pdf

 

 

 

 

 

@Birdskib

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