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Megtramel
New Member

How to upload a large 1099B?

Turbotax says its unable to upload. I assume its because the file if too large.
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1 Reply
CesarJ
Expert Alumni

How to upload a large 1099B?

If your 1099-B file is too large to upload in TurboTax Online, you can enter your sales manually as summaries instead of individual transactions. You can summarize totals separately for long-term and short-term sales.

To enter summarized totals:
1. Go to the Wages & Income section and find the Investment Income area.
2. Start or update the section for stocks, bonds, mutual funds, and other sales.
3. When prompted, choose to Enter sales totals instead of importing or entering each trade.
4. Enter the total proceeds (sales) and cost basis for each category: short-term covered, long-term covered, etc., based on your 1099-B.

This lets you report large numbers of transactions more easily.

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