turbotax says I will need to mail in a copy of my 1099b and isn't giving me an option to upload a pdf copy to my return, why?

[vzyyc7]

will it only allow me to do this if I have the version of turbotax that says it supports investments?

[JamesG1]

TurboTax Premium Online will allow you to upload a .PDF of an IRS form 1099-B.  

The .PDF is transmitted to the IRS and a copy of the IRS form 1099-B does not have to be mailed to the IRS.

This function is not supported in the TurboTax Desktop products.

You may enter the summary information into TurboTax Premium Online by following these steps:

1. Down the left side of the screen, click Federal.
2. Down the left side of the screen, click Wages & Income.
3. Click the down arrow to the right of Investments and Savings.
4. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
5. Click Add investments.
6. On the Let's import your tax info screen, select Enter a different way.
7. On the OK, let's start with one investment type screen, select Stocks, Bonds, Mutual Funds, then Continue.
8. At the screen Which bank or brokerage, enter the information.  Click Continue.
9. Do these sales include any employee stock, enter No.
10. Do you have more than three sales, enter Yes.
11. Do these sales include any other types of investments, enter No.
12. Did you buy every investment listed, enter Yes.  Continue.
13. On the screen Now, choose how to enter your sales, select Sales section totals.  Select Continue.
14. At the screen Look for your sales on your 1099-B, select Continue.
15. You will now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your IRS form 1099-B, IRS form 8949 and / or Schedule D Capital Gains and Losses for the amounts and category. When finished, select Continue.
16. You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen.
17. When completed, close the record and click Continue.
18. At the screen Now, we'll help you upload your 1099-B since the IRS requires a copy, browse and select your document.  Select Continue.
19. When you upload your document, your filing instructions will not show that anything needs to be mailed in, and no IRS form 8453 will be generated.

[vzyyc7]

In order to switch to the online version I assume I would need to purchase it.  But I have already purchases the desktop version that I am currently using.  Or is there a way to switch from desktop to the online version?

[DawnC]

You can switch to TurboTax Online, but you can't transfer your current tax file.   You can only transfer in your 2023 return, so you would have to re-enter all of your information - see How do I transfer from desktop to online?   

You can e-file your return from the desktop software - and mail in the 1099-B after you e-file.  See this TurboTax FAQ for the address.

Also, if you enter your sales, one by one, instead of in a summary, you can avoid having to mail the 1099-B.