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Gary N
Returning Member

No option to import 1099-B

Under investment income, I want to import 1099-B data but it does not give me the option.  It has me select the finanancial institution and then it takes me directly to the manual entry process.  No option to import.

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3 Replies
SantinoD
Expert Alumni

No option to import 1099-B

I recommend starting from the beginning and following the steps below.

 

Here's where you enter or import your 1099-B in TurboTax:

  1. Open (continue) your return, if you haven't already
  2. Locate the search bar. Search for 1099-B, then select the Jump to link in the search results
  3. Select Okay! on the screen Time to kick off your investments! OR Yes on the screen Did you sell any of these investments? then Continue
    • If you see Your investments and savings or Your investment sales summary, select Add investments or Add more sales
  4. When you reach Let's import your tax info, choose how you want to enter your 1099-B:
    • To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form
    • If you want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen
  5. On the following screens, answer the questions about your 1099-B
  6. When you reach the Review your sales screen, the form you just entered should be listed
    • If you need to add another 1099-B, select Add another sale. Otherwise, Continue

Here are some troubleshooting tips if you still can't get it to import: What if I can't import my 1099?


 

Gary N
Returning Member

No option to import 1099-B

Followed step 1 and 2 but it did not take me to step 3.  it takes me to "Select Your Financial Institution".  When I select E-trade, it takes me to the "Let's Find out More About Your Sales" and starts the manual; entry process.

MoniqueLO_
Intuit Alumni

No option to import 1099-B

Please feel free to contact Customer Support so you can speak with someone who can assist you.

@Gary N 
 

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