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posted Apr 12, 2025 8:31:48 AM

Importing 1099 PDF from a local computer - Desktop TT

Is there a way to upload a PDF of 1099 I have received from my brokerage for the TurboTax 2024 Desktop Version? 

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1 Replies
Expert Alumni
Apr 15, 2025 12:27:45 PM

Are you unable to import directly from the brokerage using TurboTax?  That would be easiest.

 

TurboTax can only import a pdf of last year's tax return.  Even then the details aren't all there.  

 

If you have a big 1099-B statement from your brokerage it has to be in a csv format to import into TurboTax and all of the columns have to match TurboTax's format.

 

Here is the csv format upload instructions for TurboTax.

 

@Pranay001