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New Member
posted Feb 17, 2021 1:34:32 PM

Robinhood uploaded my 1099-B, 1099-MISC, 1099-DIV all in one document and when I try uploading it to TurboTax it says I can ask my financial institution when it’s ready.

It’s 110 pages PDF and I already uploaded it to documents on TurboTax but I can’t get investment income to recognize it.

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2 Replies
New Member
Feb 17, 2021 4:04:42 PM

I am having same problem

Level 15
Feb 17, 2021 4:17:24 PM

The PDF is essentially a print copy....it is not something that can be imported into the tax software.  "Documents" is just a cloud storage place for copies of all your  tax documents.

 

The tax software requires a specially-formatted file that the Brokerage must provide separately, and you import it using the Investment Income section on the Wage&Income page.  IF they don't have those specially-formatted files ready yet (even if the PDFs are)...then you cannot import...yet....assuming Robinhood partners with TTX to provide them.

 

110 PDF pages?  Careful there.  Online TTX will only handle 1500 stock transactions.