turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

guyann21
New Member

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?
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

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?

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?

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/L7...

 

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

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies