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BIton
New Member

TurboTax Premier Crashes During 1099-B Import

I have TurboTax Premier desktop MacOS version that I am trying to import my 1099-B (from E*Trade) with a significant number of trades (~6000). I see that it should support up to 10000 per brokerage. However after the import seems to complete, it starts "calculating" and then suddenly crashes. I have tried numerous times with the same result. I have tried with only my 1099-B and it fails. I try all my other documents from the same institution and they all import without issue. Is there any way to get this to import successfully so I don't have to do a manual entry which will require me to mail off a massive stack of papers?

 

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1 Reply
DaveF1006
Expert Alumni

TurboTax Premier Crashes During 1099-B Import

I would suggest summarizing the entries according to their sales sections listed on the 1099B. Here is how TurboTax suggests to report those totals.

 

  1. Open or continue your return.
  2. Search for stock sales and select the Jump to link in the search results.
  3. Answer Yes to Did you have investment income in 2024?
    • If you land on the Let’s finish pulling in your investment income screen, select Add investments.
  4. On the Let Us Enter Your Bank and Brokerage Tax Documents screen, select Skip this Import.
  5. On the OK, let's start with one investment type screen, select Stocks, Bonds, Mutual Funds.
  6. Continue through the interview and select Enter sales totals instead when prompted.
  7. You'll now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and categories. When finished, select Continue.
  8. You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen.

 

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