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Level 2
posted Mar 28, 2025 5:19:48 PM

Turbotax Imports ONLY Supplement Information Lines - not 1099-B lines

Is it normal for TurboTax to import ONLY the 1099 Supplemental Information lines as transactions?

 

Scenario:

1. Supplemental Information has 100 transactions

2.  1099-B main section has only 50 transactions

3.  TurboTax imports the 100 transaction lines from Supplemental

 

Is 1-TO-MANY relationship between 1099-B LINES and SUPPLEMENTAL INFORMATION lines normal?

 

Related:    Total Proceeds Match between Supplemental & 1099-B

                   However, Box B and Box E sub-totals are off (small amount transferred from Short to Long)

                   Fidelity advises, Wash Sales can push basis in ways that shift Long vs. Short gains

 

Multiple supports calls, still awaiting clarity here. 

 

 

 

 

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1 Replies
Expert Alumni
Apr 2, 2025 4:20:13 PM

If you're using TurboTax Online, you can upload a PDF copy of your 1099-B into your return.

 

For TurboTax Desktop, consider using summaries, which is acceptable to the IRS since they already have copies of your 1099's.  Here's How to Enter a Summary in Lieu of Individual Transactions.

 

In both cases, you can make a one-line manual entry for the totals of 1099-INT/DIV's.  

 

Here's more discussion on Etrade Import Missing Transactions.

 

@someanswer