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New Member
posted Jan 5, 2024 8:11:14 AM

My broker does not send 1099s directly to TT. Can I upload an excel file with my trades into TT? Can i upload an excel file with my tra des to TT?

how to upload my trades from an excel file into turbo tax?

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2 Replies
Level 15
Jan 5, 2024 8:24:23 AM

Not really.

 

See https://ttlc.intuit.com/community/taxes/discussion/import-transaction-data-from-excel-to-turbotax/00/2345159

Level 15
Jan 5, 2024 8:26:23 AM

TurboTax does not support importing from an excel spreadsheet.

 

If you were using the TurboTax desktop CD/Download edition you could import from a .txf file but not excel.

 

If your brokerage is not a TurboTax partner you will have to enter the information form the Form 1099-B manually - How to import a Form 1099-B - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-1099-b/L7MFY1jNg_US_en_US?uid=lr0uje4d

 

To enter an investment sale -

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 (1099-B), click the start or update button