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