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.