Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 13, 2025 1:04:26 PM

Turbo Tax did not prompt me later in the process to upload 1090-B ala”Don’t worry, we’ll upload it later.” This never happened.

I filled in the Income section for stock sales and chose “attach PDF later.” But Turbo did not prompt me to attach the PDF during the review.

0 1 292
1 Replies
Expert Alumni
Apr 13, 2025 1:24:57 PM

You can get back to your TurboTax screens to add your Form1099-B information as follows:

 

  1. Click on the search icon in the upper right of your TurboTax screen
  2. Type "1099-B" in the search bar
  3. Click on the link "Jump to 1099-b"
  4. Select "Add Investments"
  5. Select "Skip Import"
  6. Click on "Stocks, Bonds, Mutual Funds"
  7. The box will turn green and there will be a checkmark
  8. Select "Continue"
  9. Enter your Form 1099-B information

 

Your TurboTax screens will look something like this:

 

 

 

 

 

 

 

 

Click here for Where do I enter or import a 1099-B?