Import from CSV for stock transactions

[jaybwdg]

Is there an option to upload stock transactions using csv file import? These are overseas stock transactions for which 1099B will not be received. As there are a bunch of transactions it is difficult to enter the transactions one by one. Moreover, IRS does not accept summary of the transactions where the cost basis was not reported to IRS.

[MarilynG1 · Accepted solution]

If you're using TurboTax Online, and if you can save your CSV file as a PDF, you can drag/drop it into your return.

I chose 'Enter Sales Summary' and 'Long Term Uncovered' and was able to proceed to that screen.  

[samzandt]

How can I attach the file if I use the desktop version. I don't see that option. thanks

[JamesG1]

In TurboTax Desktop, follow these steps: 

1. Across the top of the screen, click Federal Taxes.
2. Across the top of the screen, click Wages & Income.
3. Select I'll choose what I work on.
4. Under Investment Income, click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
5. Click Add investments.
6. At the screen Let Us Enter Your Bank and Brokerage Tax Documents, select Skip Import.
7. On the screen OK, let's start with one investment type screen, select Cryptocurrency, then Continue.
8. At the screen What's the name of the crypto service you used, enter the information.  Click Continue.

[alex5858]

Hi, from my end. After clicking adding sales, I could you find the entry to upload my csv or pdf file. 

[samzandt]

I'm using the desktop version which doesn't look like that

[DawnC]

You cannot upload a CSV file to TurboTax Desktop @samzandt    

After you enter your sales by summary, TurboTax Online will prompt you to attach a PDF of your 1099-B, so you don't have to mail it.  @alex5858 

How do I upload a CSV file of my crypto transactions?

How do I enter my crypto in TurboTax?

When do I need to include my 1099-B with my return?

Cryptocurrency Guide

[samzandt]

Everyone keeps telling me "TurboTax Online will prompt you to attach a PDF ", but I use TurboTax DESKTOP

[DoninGA]

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@samzandt wrote:

Everyone keeps telling me "TurboTax Online will prompt you to attach a PDF ", but I use TurboTax DESKTOP

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To enter an investment sale other than from a brokerage account (1099-B), follow the steps below.

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Under Investment Income
On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button

Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales

Using the desktop editions -

On the next screen click on Yes
On the next screen click on Skip import
On the next screen, select Cryptocurrency and continue